Filed July 8, 2024 (most recent of 13 filings on file)
Total covered: 2 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.)
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 | $50,005 | $62,166-19.6% | $81,353-38.5% | $74,459-32.8% |
| Participation rate | 43.9% | 64.1%-20.2pp | 69.5%-25.7pp | 67.2%-23.3pp |
| Annual return | 11.66% | 16.50%-4.8pp | 24.82%-13.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,203 | $1,881-36.0% | $2,464-51.2% | $2,626-54.2% |
| Participant deferral / active EE | $1,728 | $3,223-46.4% | $3,885-55.5% | $4,350-60.3% |
| Admin fee / account holder | $1,563 | $1,925-18.8% | $5,766-72.9% | $1,945-19.6% |