Filed October 3, 2022 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,333 | $57,330-55.8% | $86,656-70.8% | $75,177-66.3% |
| Participation rate | 84.2% | 63.2%+21.0pp | 71.7%+12.5pp | 67.2%+17.0pp |
| Annual return | 18.00% | 2675.40%-2657.4pp | 593.09%-575.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,091 | $2,316-52.9% | $3,025-63.9% | $2,671-59.2% |
| Participant deferral / active EE | $2,687 | $3,320-19.1% | $4,439-39.5% | $4,126-34.9% |
| Admin fee / account holder | $10,549 | $4,115+156.4% | $5,619+87.7% | $5,651+86.7% |