Filed January 16, 2025 (most recent of 2 filings on file)
Total covered: 5 employees
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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 | $32,558 | $87,834-62.9% | $133,975-75.7% | $62,881-48.2% |
| Participation rate | 89.3% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+20.0pp |
| Annual return | 19.68% | 12.05%+7.6pp | 29.29%-9.6pp | 20.14%-0.5pp |
| Employer contribution / active EE | $2,346 | $3,482-32.6% | $5,211-55.0% | $2,281+2.8% |
| Participant deferral / active EE | $6,296 | $4,812+30.9% | $6,282+0.2% | $3,203+96.6% |
| Admin fee / account holder | $1,475 | $5,372-72.5% | $9,324-84.2% | $4,296-65.7% |