Filed March 29, 2022 (most recent of 5 filings on file)
Total covered: 5 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 | $69,265 | $123,793-44.0% | $177,840-61.1% | $79,852-13.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.61% | 22.82%-9.2pp | 48.32%-34.7pp | 31.72%-18.1pp |
| Employer contribution / active EE | $3,464 | $4,095-15.4% | $5,919-41.5% | $2,471+40.2% |
| Participant deferral / active EE | $3,260 | $5,956-45.3% | $7,714-57.7% | $3,740-12.8% |
| Admin fee / account holder | $3,750 | $7,243-48.2% | $12,431-69.8% | $5,306-29.3% |