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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,322 | $94,529-76.4% | $140,019-84.1% | $64,173-65.2% |
| Participation rate | 81.3% | 84.1%-2.8pp | 87.5%-6.2pp | 69.6%+11.7pp |
| Annual return | -1.15% | 7.77%-8.9pp | 651.17%-652.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $587 | $3,812-84.6% | $5,605-89.5% | $2,381-75.3% |
| Participant deferral / active EE | $2,807 | $5,250-46.5% | $6,927-59.5% | $3,470-19.1% |
| Admin fee / account holder | $10,003 | $6,741+48.4% | $10,705-6.6% | $4,887+104.7% |