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.
Participant 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 | $30,471 | $56,894-46.4% | $84,753-64.0% | $62,881-51.5% |
| Participation rate | 38.3% | 68.5%-30.2pp | 76.6%-38.3pp | 69.3%-31.0pp |
| Annual return | 5.56% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $875 | $2,709-67.7% | $3,712-76.4% | $3,203-72.7% |
| Admin fee / account holder | $5,136 | $3,581+43.4% | $5,333-3.7% | $4,296+19.5% |