Filed November 27, 2024 (most recent of 2 filings on file)
Total covered: 9 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.
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 | $69,149 | $123,793-44.1% | $177,848-61.1% | $79,856-13.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.30% | 22.82%-8.5pp | 48.33%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,178 | $4,095-22.4% | $5,919-46.3% | $2,471+28.6% |
| Participant deferral / active EE | $2,521 | $5,956-57.7% | $7,714-67.3% | $3,741-32.6% |
| Admin fee / account holder | $1,262 | $7,243-82.6% | $12,431-89.9% | $5,306-76.2% |