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.)
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 | $32,368 | $87,834-63.1% | $133,975-75.8% | $62,881-48.5% |
| Participation rate | 77.2% | 83.4%-6.2pp | 87.1%-9.9pp | 69.3%+7.9pp |
| Annual return | 7.64% | 12.05%-4.4pp | 29.29%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $494 | $3,482-85.8% | $5,211-90.5% | $2,281-78.4% |
| Participant deferral / active EE | $2,273 | $4,812-52.8% | $6,282-63.8% | $3,203-29.0% |
| Admin fee / account holder | $2,793 | $5,372-48.0% | $9,324-70.0% | $4,296-35.0% |