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 | $56,199 | $125,797-55.3% | $170,043-67.0% | $75,173-25.2% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.0%-12.9pp | 67.2%+6.9pp |
| Annual return | 28.31% | 27.20%+1.1pp | 53.40%-25.1pp | 160.72%-132.4pp |
| Employer contribution / active EE | $1,369 | $4,616-70.3% | $6,790-79.8% | $2,671-48.7% |
| Participant deferral / active EE | $3,394 | $6,838-50.4% | $10,410-67.4% | $4,126-17.7% |
| Admin fee / account holder | $1,041 | $8,177-87.3% | $12,824-91.9% | $5,651-81.6% |