Filed January 13, 2022
Total covered: 6 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 | $71,294 | $57,305+24.4% | $86,640-17.7% | $75,173-5.2% |
| Participation rate | 96.9% | 63.2%+33.7pp | 71.7%+25.2pp | 67.2%+29.7pp |
| Annual return | 15.97% | 2674.24%-2658.3pp | 592.52%-576.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,630 | $2,316+99.9% | $3,024+53.1% | $2,671+73.3% |
| Participant deferral / active EE | $7,551 | $3,320+127.5% | $4,438+70.1% | $4,126+83.0% |
| Admin fee / account holder | $11,162 | $4,116+171.2% | $5,616+98.8% | $5,651+97.5% |