Filed December 27, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $25,081 | $184,000-86.4% | $162,185-84.5% | $152,909-83.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 8.96% | 150.80%-141.8pp | 115.61%-106.6pp | 345.46%-336.5pp |
| Employer contribution / active EE | $1,440 | $6,370-77.4% | $5,613-74.4% | $4,764-69.8% |
| Participant deferral / active EE | $1,678 | $8,033-79.1% | $7,297-77.0% | $5,851-71.3% |
| Admin fee / account holder | $3,922 | $13,124-70.1% | $10,844-63.8% | $11,601-66.2% |