Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $183,552 | $145,431+26.2% | $211,142-13.1% | $87,485+109.8% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.3%+6.6pp | 68.9%+25.0pp |
| Annual return | 12.11% | 27.21%-15.1pp | 46.84%-34.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $6,899 | $4,662+48.0% | $6,442+7.1% | $2,596+165.7% |
| Participant deferral / active EE | $7,983 | $6,859+16.4% | $9,284-14.0% | $4,274+86.8% |
| Admin fee / account holder | $31,725 | $17,052+86.1% | $19,076+66.3% | $7,775+308.1% |