Filed December 2, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $544,275 | $79,223+587.0% | $102,460+431.2% | $74,478+630.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 1.43% | 54.98%-53.6pp | 29.47%-28.0pp | 1370.56%-1369.1pp |
| Employer contribution / active EE | $20,658 | $2,363+774.2% | $3,025+582.9% | $2,626+686.6% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13,012 | $2,003+549.6% | $9,460+37.5% | $1,946+568.7% |