Filed January 9, 2025 (most recent of 7 filings on file)
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,627 | $94,529-65.5% | $140,019-76.7% | $64,173-49.2% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -3.99% | 7.77%-11.8pp | 651.17%-655.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,516 | $3,812-60.2% | $5,605-72.9% | $2,381-36.3% |
| Participant deferral / active EE | $3,774 | $5,250-28.1% | $6,927-45.5% | $3,470+8.8% |
| Admin fee / account holder | $9,085 | $6,741+34.8% | $10,705-15.1% | $4,887+85.9% |