Filed February 2, 2024 (most recent of 2 filings on file)
Total covered: 4 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 | $37,010 | $74,661-50.4% | $160,784-77.0% | $67,986-45.6% |
| Participation rate | 33.5% | 57.1%-23.6pp | 77.0%-43.5pp | 57.2%-23.7pp |
| Annual return | 16.22% | 28.83%-12.6pp | 1803.92%-1787.7pp | 31.67%-15.4pp |
| Employer contribution / active EE | $978 | $1,829-46.5% | $3,733-73.8% | $2,019-51.5% |
| Participant deferral / active EE | $1,490 | $3,681-59.5% | $6,293-76.3% | $3,358-55.6% |
| Admin fee / account holder | $2,942 | $3,959-25.7% | $9,717-69.7% | $3,203-8.1% |