Filed August 9, 2024 (most recent of 5 filings on file)
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,198 | $95,404+28.1% | $113,397+7.8% | $82,637+47.9% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.7pp |
| Annual return | 14.42% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,972 | $4,220+183.7% | $5,076+135.8% | $4,126+190.1% |
| Admin fee / account holder | $13,363 | $9,168+45.8% | $11,957+11.8% | $7,339+82.1% |