Filed November 12, 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.
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 | $97,825 | $69,977+39.8% | $108,582-9.9% | $62,881+55.6% |
| Participation rate | 63.6% | 72.9%-9.3pp | 79.6%-15.9pp | 69.3%-5.7pp |
| Annual return | 6.18% | 10.73%-4.6pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,392 | $2,135-34.8% | $3,758-63.0% | $2,281-39.0% |
| Participant deferral / active EE | $2,559 | $3,165-19.1% | $4,311-40.6% | $3,203-20.1% |
| Admin fee / account holder | $349 | $5,076-93.1% | $7,645-95.4% | $4,296-91.9% |