Filed December 14, 2021 (most recent of 3 filings on file)
Total covered: 12 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 | $134,464 | $57,350+134.5% | $83,850+60.4% | $64,181+109.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.11% | 11.38%-19.5pp | 850.92%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $5,546 | $2,545+117.9% | $3,631+52.7% | $2,381+132.9% |
| Participant deferral / active EE | $9,613 | $2,993+221.2% | $4,082+135.5% | $3,470+177.1% |
| Admin fee / account holder | $22,467 | $4,046+455.3% | $5,478+310.1% | $4,887+359.7% |