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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,543 | $100,060-91.5% | $149,721-94.3% | $70,126-87.8% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | -25.95% | 27.46%-53.4pp | 1501.67%-1527.6pp | 73.15%-99.1pp |
| Employer contribution / active EE | $1,584 | $3,661-56.7% | $5,444-70.9% | $2,343-32.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,015 | $8,285-87.8% | $11,282-91.0% | $4,645-78.2% |