Filed September 27, 2021
Total covered: 4 employees
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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 | $51,027 | $43,730+16.7% | $121,220-57.9% | $64,173-20.5% |
| Participation rate | 97.8% | 58.3%+39.5pp | 71.8%+26.1pp | 69.6%+28.3pp |
| Annual return | -1.87% | 68.94%-70.8pp | 16.94%-18.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $4,392 | $1,297+238.7% | $4,023+9.2% | $2,381+84.5% |
| Participant deferral / active EE | $3,679 | $2,281+61.3% | $3,345+10.0% | $3,470+6.0% |
| Admin fee / account holder | $368 | $3,502-89.5% | $5,021-92.7% | $4,887-92.5% |