Filed January 3, 2025
Total covered: 8 employees
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,855 | $146,267-68.0% | $197,124-76.2% | $82,448-43.2% |
| Participation rate | 74.3% | 84.0%-9.7pp | 86.7%-12.4pp | 68.1%+6.2pp |
| Annual return | 14.96% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,313 | $4,723-72.2% | $6,227-78.9% | $2,551-48.5% |
| Participant deferral / active EE | $3,329 | $7,035-52.7% | $9,135-63.6% | $4,139-19.6% |
| Admin fee / account holder | $13,706 | $14,422-5.0% | $16,298-15.9% | $7,234+89.5% |