Filed December 2, 2021
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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 | $61,741 | $79,209-22.1% | $102,434-39.7% | $74,459-17.1% |
| Participation rate | 72.7% | 74.8%-2.1pp | 76.5%-3.9pp | 67.2%+5.4pp |
| Annual return | 11.12% | 54.98%-43.9pp | 29.46%-18.3pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $2,913 | $2,362+23.3% | $3,023-3.7% | $2,626+10.9% |
| Participant deferral / active EE | $8,812 | $4,417+99.5% | $5,055+74.3% | $4,350+102.6% |
| Admin fee / account holder | $5,543 | $2,002+176.9% | $9,462-41.4% | $1,945+185.0% |