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 | $122,063-64.3% | $184,256-76.3% | $74,478-41.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.17% | 19.92%-4.7pp | 28.85%-13.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $2,698 | $4,539-40.6% | $6,427-58.0% | $2,626+2.7% |
| Participant deferral / active EE | $3,548 | $7,144-50.3% | $9,133-61.1% | $4,350-18.4% |
| Admin fee / account holder | $6,469 | $1,253+416.4% | $13,899-53.5% | $1,946+232.5% |