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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,824 | $72,486+91.5% | $87,103+59.4% | $72,976+90.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -9.75% | 24.46%-34.2pp | 28.19%-37.9pp | 81.02%-90.8pp |
| Employer contribution / active EE | $13,618 | $1,894+619.1% | $2,521+440.1% | $2,440+458.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,669 | $5,055-47.2% | $7,491-64.4% | $5,124-47.9% |