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 | $44,238 | $138,385-68.0% | $184,243-76.0% | $80,925-45.3% |
| Participation rate | 92.6% | 83.9%+8.8pp | 86.8%+5.8pp | 67.7%+25.0pp |
| Annual return | 16.34% | 20.02%-3.7pp | 28.82%-12.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $880 | $4,851-81.9% | $6,427-86.3% | $2,756-68.1% |
| Participant deferral / active EE | $4,003 | $7,075-43.4% | $9,132-56.2% | $4,299-6.9% |
| Admin fee / account holder | $9,515 | $10,489-9.3% | $13,914-31.6% | $6,940+37.1% |