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 | $5,256 | $123,793-95.8% | $177,848-97.0% | $79,856-93.4% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | -31.06% | 22.82%-53.9pp | 48.33%-79.4pp | 31.71%-62.8pp |
| Employer contribution / active EE | $1,307 | $4,095-68.1% | $5,919-77.9% | $2,471-47.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $692 | $7,243-90.4% | $12,431-94.4% | $5,306-87.0% |