Filed November 27, 2024 (most recent of 2 filings on file)
Total covered: 9 employees
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,125 | $138,393-57.3% | $184,256-67.9% | $80,959-27.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.46% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,245 | $4,847-33.1% | $6,427-49.5% | $2,757+17.7% |
| Participant deferral / active EE | $3,588 | $7,076-49.3% | $9,133-60.7% | $4,300-16.6% |
| Admin fee / account holder | $14,810 | $10,489+41.2% | $13,899+6.6% | $6,925+113.9% |