Filed February 27, 2023 (most recent of 4 filings on file)
Total covered: 8 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 | $82,220 | $87,834-6.4% | $133,975-38.6% | $62,881+30.8% |
| Participation rate | 94.6% | 83.4%+11.2pp | 87.1%+7.6pp | 69.3%+25.3pp |
| Annual return | 7.56% | 12.05%-4.5pp | 29.29%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,891 | $3,482-45.7% | $5,211-63.7% | $2,281-17.1% |
| Participant deferral / active EE | $5,369 | $4,812+11.6% | $6,282-14.5% | $3,203+67.6% |
| Admin fee / account holder | $10,578 | $5,372+96.9% | $9,324+13.4% | $4,296+146.2% |