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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,490 | $73,532-65.3% | $178,540-85.7% | $74,459-65.8% |
| Participation rate | 40.3% | 66.6%-26.3pp | 77.1%-36.8pp | 67.2%-26.9pp |
| Annual return | 11.27% | 17.51%-6.2pp | 27.15%-15.9pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $756 | $2,221-66.0% | $3,953-80.9% | $2,626-71.2% |
| Participant deferral / active EE | $1,598 | $4,519-64.6% | $6,281-74.6% | $4,350-63.3% |
| Admin fee / account holder | $2,805 | $1,813+54.7% | $10,424-73.1% | $1,945+44.2% |