Filed November 27, 2024 (most recent of 2 filings on file)
Total covered: 9 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,850 | $171,867-69.8% | $149,721-65.4% | $147,586-64.9% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.37% | 2113.36%-2098.0pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,209 | $6,275-64.8% | $5,444-59.4% | $4,876-54.7% |
| Participant deferral / active EE | $2,438 | $7,270-66.5% | $6,568-62.9% | $5,439-55.2% |
| Admin fee / account holder | $1,331 | $13,799-90.4% | $11,282-88.2% | $10,886-87.8% |