Filed December 3, 2024
Total covered: 2 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,668 | $138,075-89.4% | $123,552-88.1% | $135,379-89.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -12.39% | 153.70%-166.1pp | 119.20%-131.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,989 | $5,152-61.4% | $4,628-57.0% | $4,779-58.4% |
| Participant deferral / active EE | $5,894 | $6,800-13.3% | $6,426-8.3% | $5,609+5.1% |
| Admin fee / account holder | $314 | $10,917-97.1% | $9,285-96.6% | $10,828-97.1% |