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 | $9,349 | $94,529-90.1% | $140,019-93.3% | $64,173-85.4% |
| Participation rate | 80.4% | 84.1%-3.7pp | 87.5%-7.1pp | 69.6%+10.8pp |
| Annual return | -12.33% | 7.77%-20.1pp | 651.17%-663.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $2,049 | $3,812-46.2% | $5,605-63.4% | $2,381-13.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,703 | $6,741-59.9% | $10,705-74.7% | $4,887-44.7% |