Filed March 6, 2024 (most recent of 3 filings on file)
Total covered: 4 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 | $46,214 | $82,028-43.7% | $123,105-62.5% | $59,633-22.5% |
| Participation rate | 93.3% | 83.2%+10.1pp | 86.8%+6.5pp | 68.7%+24.6pp |
| Annual return | -1.78% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $972 | $3,297-70.5% | $5,151-81.1% | $2,203-55.9% |
| Participant deferral / active EE | $2,856 | $4,667-38.8% | $6,229-54.2% | $3,192-10.5% |
| Admin fee / account holder | $3,075 | $5,879-47.7% | $9,014-65.9% | $4,297-28.4% |