Filed April 8, 2024
Total covered: 17 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,084 | $86,949+192.2% | $102,460+148.0% | $80,959+213.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 2.54% | 18.89%-16.4pp | 29.47%-26.9pp | 35.67%-33.1pp |
| Employer contribution / active EE | $29,897 | $2,370+1161.6% | $3,025+888.3% | $2,757+984.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,229 | $8,048+2.3% | $9,460-13.0% | $6,925+18.8% |