Filed February 28, 2023 (most recent of 2 filings on file)
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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.)
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 | $368,713 | $64,729+469.6% | $112,263+228.4% | $68,490+438.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 6.14% | -11.40%+17.5pp | 27.49%-21.4pp | -7.85%+14.0pp |
| Employer contribution / active EE | $26,467 | $2,746+863.9% | $3,636+627.9% | $2,597+919.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,841 | $5,222+356.6% | $6,410+271.9% | $5,403+341.3% |