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 | $53,358 | $110,083-51.5% | $151,645-64.8% | $68,490-22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.72% | -10.12%-3.6pp | 3.34%-17.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,121 | $4,470-30.2% | $6,165-49.4% | $2,597+20.2% |
| Participant deferral / active EE | $2,450 | $6,526-62.5% | $8,363-70.7% | $4,028-39.2% |
| Admin fee / account holder | $24,496 | $7,718+217.4% | $11,614+110.9% | $5,403+353.4% |