Filed June 20, 2024 (most recent of 2 filings on file)
Total covered: 15 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 | $65,301 | $125,797-48.1% | $170,043-61.6% | $75,173-13.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.82% | 27.20%-1.4pp | 53.40%-27.6pp | 160.72%-134.9pp |
| Employer contribution / active EE | $3,228 | $4,616-30.1% | $6,790-52.5% | $2,671+20.9% |
| Participant deferral / active EE | $5,970 | $6,838-12.7% | $10,410-42.7% | $4,126+44.7% |
| Admin fee / account holder | $8,612 | $8,177+5.3% | $12,824-32.8% | $5,651+52.4% |