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 | $142,972+28.4% | $214,702-14.5% | $86,983+111.0% |
| Participation rate | 93.9% | 84.9%+9.1pp | 87.5%+6.4pp | 69.5%+24.4pp |
| Annual return | 12.11% | 18.49%-6.4pp | 54.55%-42.4pp | 25.83%-13.7pp |
| Employer contribution / active EE | $6,899 | $4,635+48.9% | $6,461+6.8% | $2,584+167.0% |
| Participant deferral / active EE | $7,983 | $6,568+21.5% | $9,147-12.7% | $4,194+90.4% |
| Admin fee / account holder | $31,725 | $17,617+80.1% | $19,830+60.0% | $7,856+303.8% |