Filed January 9, 2025
Total covered: 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,104 | $88,672+8.4% | $105,223-8.7% | $82,448+16.6% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 9.00% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.6pp |
| Employer contribution / active EE | $8,382 | $3,048+175.0% | $3,689+127.2% | $2,551+228.6% |
| Participant deferral / active EE | $3,607 | $4,036-10.6% | $5,072-28.9% | $4,139-12.9% |
| Admin fee / account holder | $42,689 | $7,146+497.4% | $8,859+381.9% | $7,234+490.1% |