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 | $109,011 | $52,678+106.9% | $75,784+43.8% | $59,633+82.8% |
| Participation rate | 65.4% | 67.2%-1.8pp | 75.8%-10.4pp | 68.7%-3.2pp |
| Annual return | -0.08% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $487 | $2,193-77.8% | $3,323-85.3% | $2,203-77.9% |
| Participant deferral / active EE | $4,130 | $2,591+59.4% | $3,652+13.1% | $3,192+29.4% |
| Admin fee / account holder | $5,761 | $3,610+59.6% | $5,300+8.7% | $4,297+34.1% |