Filed March 5, 2024 (most recent of 3 filings on file)
Total covered: 2 employees
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Participant 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 | $43,610 | $122,239-64.3% | $184,200-76.3% | $74,546-41.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.17% | 19.95%-4.8pp | 28.80%-13.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,698 | $4,537-40.5% | $6,424-58.0% | $2,624+2.8% |
| Participant deferral / active EE | $3,548 | $7,139-50.3% | $9,132-61.1% | $4,347-18.4% |
| Admin fee / account holder | $6,469 | $1,260+413.6% | $13,907-53.5% | $1,944+232.9% |