Filed July 10, 2024 (most recent of 2 filings on file)
Total covered: 7 employees
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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 | $6,854 | $109,359-93.7% | $162,185-95.8% | $72,976-90.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | -1.12% | 25.46%-26.6pp | 115.61%-116.7pp | 81.02%-82.1pp |
| Employer contribution / active EE | $1,584 | $3,907-59.5% | $5,613-71.8% | $2,440-35.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $730 | $7,972-90.8% | $10,844-93.3% | $5,124-85.7% |