Filed March 28, 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 | $99,404 | $74,706+33.1% | $75,714+31.3% | $79,391+25.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 32.62% | 18.52%+14.1pp | 104.62%-72.0pp | 116.88%-84.3pp |
| Employer contribution / active EE | $10,527 | $2,590+306.5% | $2,744+283.7% | $2,428+333.6% |
| Participant deferral / active EE | $4,683 | $3,533+32.6% | $3,820+22.6% | $4,046+15.8% |
| Admin fee / account holder | $11,680 | $374+3018.9% | $3,619+222.7% | $627+1764.2% |