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 | $145,431-67.8% | $211,142-77.8% | $87,485-46.4% |
| Participation rate | 74.3% | 84.7%-10.5pp | 87.3%-13.0pp | 68.9%+5.4pp |
| Annual return | 14.96% | 27.21%-12.2pp | 46.84%-31.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,313 | $4,662-71.8% | $6,442-79.6% | $2,596-49.4% |
| Participant deferral / active EE | $3,329 | $6,859-51.5% | $9,284-64.1% | $4,274-22.1% |
| Admin fee / account holder | $13,706 | $17,052-19.6% | $19,076-28.1% | $7,775+76.3% |