Filed September 21, 2023
Total covered: 7 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 | $73,632 | $63,924+15.2% | $108,582-32.2% | $55,167+33.5% |
| Participation rate | 83.5% | 74.3%+9.1pp | 79.6%+3.9pp | 69.0%+14.5pp |
| Annual return | 7.38% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,111 | $1,879+12.3% | $3,758-43.8% | $1,963+7.5% |
| Participant deferral / active EE | $2,035 | $3,067-33.6% | $4,311-52.8% | $3,054-33.4% |
| Admin fee / account holder | $4,388 | $618+610.4% | $7,645-42.6% | $504+770.8% |