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 | $44,786 | $94,529-52.6% | $140,019-68.0% | $64,173-30.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.45% | 7.77%-14.2pp | 651.17%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,401 | $3,812-37.0% | $5,605-57.2% | $2,381+0.8% |
| Participant deferral / active EE | $2,184 | $5,250-58.4% | $6,927-68.5% | $3,470-37.1% |
| Admin fee / account holder | $2,428 | $6,741-64.0% | $10,705-77.3% | $4,887-50.3% |