Filed September 27, 2023
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Employer 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.)
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 | $62,758 | $56,894+10.3% | $84,753-26.0% | $62,881-0.2% |
| Participation rate | 87.4% | 68.5%+18.8pp | 76.6%+10.8pp | 69.3%+18.1pp |
| Annual return | 6.75% | 6.30%+0.4pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,795 | $2,709+150.8% | $3,712+83.1% | $3,203+112.2% |
| Admin fee / account holder | $2,741 | $3,581-23.5% | $5,333-48.6% | $4,296-36.2% |