Filed May 6, 2024 (most recent of 2 filings on file)
Total covered: 8 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 | $234,077 | $81,504+187.2% | $102,437+128.5% | $80,959+189.1% |
| Participation rate | 60.5% | 66.9%-6.4pp | 74.5%-14.0pp | 67.7%-7.2pp |
| Annual return | 11.61% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,660 | $3,104-46.5% | $3,871-57.1% | $2,757-39.8% |
| Participant deferral / active EE | $6,624 | $3,871+71.1% | $5,060+30.9% | $4,300+54.0% |
| Admin fee / account holder | $20,723 | $6,719+208.4% | $8,388+147.1% | $6,925+199.2% |