Filed March 11, 2024 (most recent of 2 filings on file)
Total covered: 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,641 | $183,988-56.7% | $162,177-50.9% | $152,897-47.9% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 11.93% | 150.79%-138.9pp | 115.60%-103.7pp | 345.43%-333.5pp |
| Employer contribution / active EE | $1,656 | $6,370-74.0% | $5,613-70.5% | $4,764-65.2% |
| Participant deferral / active EE | $1,428 | $8,032-82.2% | $7,297-80.4% | $5,851-75.6% |
| Admin fee / account holder | $33,917 | $13,123+158.5% | $10,843+212.8% | $11,599+192.4% |