Filed December 27, 2024 (most recent of 2 filings on file)
Total covered: 2 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,772 | $160,059-85.8% | $140,019-83.7% | $135,380-83.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -0.86% | 911.48%-912.3pp | 651.17%-652.0pp | 519.81%-520.7pp |
| Employer contribution / active EE | $1,443 | $6,420-77.5% | $5,605-74.3% | $4,779-69.8% |
| Participant deferral / active EE | $1,551 | $7,641-79.7% | $6,927-77.6% | $5,609-72.4% |
| Admin fee / account holder | $1,395 | $13,328-89.5% | $10,705-87.0% | $10,828-87.1% |