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 | $81,457+187.4% | $103,378+126.4% | $80,911+189.3% |
| Participation rate | 60.5% | 66.8%-6.4pp | 74.5%-14.0pp | 67.6%-7.2pp |
| Annual return | 11.61% | 25.58%-14.0pp | 24.91%-13.3pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,660 | $3,107-46.6% | $3,870-57.1% | $2,756-39.8% |
| Participant deferral / active EE | $6,624 | $3,871+71.1% | $5,058+31.0% | $4,297+54.2% |
| Admin fee / account holder | $20,723 | $6,717+208.5% | $8,401+146.7% | $6,935+198.8% |