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 | $145,431-46.5% | $211,142-63.2% | $87,485-11.1% |
| Participation rate | 85.4% | 84.7%+0.6pp | 87.3%-1.9pp | 68.9%+16.4pp |
| Annual return | 12.81% | 27.21%-14.4pp | 46.84%-34.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,478 | $4,662-68.3% | $6,442-77.1% | $2,596-43.1% |
| Participant deferral / active EE | $6,353 | $6,859-7.4% | $9,284-31.6% | $4,274+48.7% |
| Admin fee / account holder | $8,344 | $17,052-51.1% | $19,076-56.3% | $7,775+7.3% |