Filed September 11, 2023
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 | $26,049 | $54,355-52.1% | $82,744-68.5% | $68,486-62.0% |
| Participation rate | 94.5% | 63.9%+30.6pp | 72.6%+22.0pp | 67.9%+26.6pp |
| Annual return | -15.67% | -13.67%-2.0pp | 702.22%-717.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $5,144 | $2,219+131.9% | $3,008+71.0% | $2,597+98.1% |
| Participant deferral / active EE | $7,324 | $3,246+125.6% | $4,395+66.7% | $4,028+81.9% |
| Admin fee / account holder | $1,455 | $4,397-66.9% | $5,325-72.7% | $5,404-73.1% |