Filed March 4, 2024 (most recent of 2 filings on file)
Total covered: 6 employees
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,589 | $56,116+13.3% | $135,768-53.2% | $86,983-26.9% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 7.60% | 125.33%-117.7pp | 526.10%-518.5pp | 25.83%-18.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $19,051 | $4,314+341.6% | $7,048+170.3% | $7,856+142.5% |