Filed July 10, 2024 (most recent of 2 filings on file)
Total covered: 7 employees
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Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,800 | $146,267-46.8% | $197,124-60.5% | $82,448-5.6% |
| Participation rate | 85.4% | 84.0%+1.3pp | 86.7%-1.3pp | 68.1%+17.3pp |
| Annual return | 12.81% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,478 | $4,723-68.7% | $6,227-76.3% | $2,551-42.0% |
| Participant deferral / active EE | $6,353 | $7,035-9.7% | $9,135-30.5% | $4,139+53.5% |
| Admin fee / account holder | $8,344 | $14,422-42.1% | $16,298-48.8% | $7,234+15.3% |