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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,371 | $185,905-82.0% | $170,057-80.4% | $139,487-76.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.36% | 60.56%-36.2pp | 53.42%-29.1pp | 373.84%-349.5pp |
| Employer contribution / active EE | $1,920 | $7,597-74.7% | $6,790-71.7% | $4,755-59.6% |
| Participant deferral / active EE | $2,128 | $11,627-81.7% | $10,411-79.6% | $6,713-68.3% |
| Admin fee / account holder | $1,210 | $15,397-92.1% | $12,826-90.6% | $11,407-89.4% |