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 | $124,130 | $57,352+116.4% | $83,831+48.1% | $64,173+93.4% |
| Participation rate | 67.1% | 68.6%-1.5pp | 76.1%-9.0pp | 69.6%-2.4pp |
| Annual return | -4.00% | 11.38%-15.4pp | 850.99%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $603 | $2,546-76.3% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $5,371 | $2,993+79.5% | $4,082+31.6% | $3,470+54.8% |
| Admin fee / account holder | $11,788 | $4,046+191.3% | $5,479+115.2% | $4,887+141.2% |