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 | $79,184+587.4% | $102,438+431.3% | $74,546+630.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 1.43% | 54.95%-53.5pp | 29.37%-27.9pp | 1366.03%-1364.6pp |
| Employer contribution / active EE | $20,658 | $2,362+774.6% | $3,024+583.2% | $2,624+687.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $13,012 | $2,001+550.2% | $9,448+37.7% | $1,944+569.5% |