Filed March 10, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,621 | $159,978-60.9% | $147,041-57.4% | $145,978-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 98.36%-87.1pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $11,336 | $5,288+114.4% | $4,935+129.7% | $4,662+143.2% |
| Participant deferral / active EE | $42,664 | $8,429+406.2% | $8,071+428.6% | $6,690+537.8% |
| Admin fee / account holder | $25,190 | $15,053+67.3% | $13,006+93.7% | $13,400+88.0% |