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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,486 | $87,834-65.3% | $133,975-77.2% | $62,881-51.5% |
| Participation rate | 95.1% | 83.4%+11.7pp | 87.1%+8.0pp | 69.3%+25.8pp |
| Annual return | 5.01% | 12.05%-7.0pp | 29.29%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,243 | $3,482-35.6% | $5,211-57.0% | $2,281-1.7% |
| Participant deferral / active EE | $2,002 | $4,812-58.4% | $6,282-68.1% | $3,203-37.5% |
| Admin fee / account holder | $6,875 | $5,372+28.0% | $9,324-26.3% | $4,296+60.0% |