Filed January 16, 2025 (most recent of 2 filings on file)
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $29,349 | $82,032-64.2% | $123,106-76.2% | $59,633-50.8% |
| Participation rate | 76.0% | 83.2%-7.2pp | 86.8%-10.8pp | 68.7%+7.3pp |
| Annual return | 1.89% | 5.12%-3.2pp | 13.22%-11.3pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $2,097 | $3,297-36.4% | $5,151-59.3% | $2,203-4.8% |
| Participant deferral / active EE | $5,713 | $4,667+22.4% | $6,229-8.3% | $3,192+79.0% |
| Admin fee / account holder | $5,350 | $5,881-9.0% | $9,015-40.6% | $4,297+24.5% |