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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,615 | $110,083-68.6% | $151,645-77.2% | $68,490-49.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -15.74% | -10.12%-5.6pp | 3.34%-19.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $768 | $4,470-82.8% | $6,165-87.5% | $2,597-70.4% |
| Participant deferral / active EE | $3,418 | $6,526-47.6% | $8,363-59.1% | $4,028-15.2% |
| Admin fee / account holder | $5,655 | $7,718-26.7% | $11,614-51.3% | $5,403+4.7% |