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.)
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 | $23,441 | $167,533-86.0% | $151,645-84.5% | $134,545-82.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.43% | 7.81%-24.2pp | 3.34%-19.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,619 | $6,828-76.3% | $6,165-73.7% | $4,742-65.9% |
| Participant deferral / active EE | $1,640 | $8,985-81.7% | $8,363-80.4% | $6,401-74.4% |
| Admin fee / account holder | $3,301 | $13,781-76.0% | $11,614-71.6% | $11,431-71.1% |