Filed July 10, 2024 (most recent of 2 filings on file)
Total covered: 7 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.)
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 | $8,781 | $87,834-90.0% | $133,975-93.4% | $62,881-86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.96% | 12.05%-2.1pp | 29.29%-19.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,493 | $3,482-57.1% | $5,211-71.3% | $2,281-34.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $698 | $5,372-87.0% | $9,324-92.5% | $4,296-83.8% |