Filed January 28, 2025 (most recent of 2 filings on file)
Total covered: 5 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,140 | $81,487-7.8% | $102,412-26.6% | $80,935-7.2% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.7%+0.5pp |
| Annual return | 14.47% | 25.60%-11.1pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $464 | $3,103-85.0% | $3,870-88.0% | $2,757-83.2% |
| Participant deferral / active EE | $4,386 | $3,871+13.3% | $5,060-13.3% | $4,299+2.0% |
| Admin fee / account holder | $2,464 | $6,717-63.3% | $8,388-70.6% | $6,924-64.4% |