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 | $66,275-44.2% | $163,379-77.3% | $64,097-42.3% |
| Participation rate | 33.5% | 54.1%-20.6pp | 76.8%-43.3pp | 55.2%-21.7pp |
| Annual return | 16.22% | 32.72%-16.5pp | 63.41%-47.2pp | 34.64%-18.4pp |
| Employer contribution / active EE | $978 | $1,521-35.7% | $3,752-73.9% | $1,891-48.3% |
| Participant deferral / active EE | $1,490 | $3,126-52.3% | $6,282-76.3% | $3,080-51.6% |
| Admin fee / account holder | $2,942 | $4,569-35.6% | $9,818-70.0% | $3,454-14.8% |