Filed October 13, 2024
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,973 | $95,453+56.1% | $112,040+33.0% | $82,448+80.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -14.06% | 23.92%-38.0pp | 24.52%-38.6pp | 41.64%-55.7pp |
| Employer contribution / active EE | $3,799 | $2,318+63.9% | $2,954+28.6% | $2,551+48.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,439 | $9,013+26.9% | $12,098-5.4% | $7,234+58.1% |