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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,546 | $71,873+162.3% | $86,698+117.5% | $68,490+175.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 25.84% | 3.54%+22.3pp | 35.96%-10.1pp | -7.85%+33.7pp |
| Employer contribution / active EE | $21,910 | $2,173+908.1% | $2,837+672.3% | $2,597+743.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,984 | $6,110+194.3% | $7,492+140.0% | $5,403+232.9% |