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 | $89,259+7.7% | $107,187-10.3% | $82,637+16.3% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.6pp | 68.1%+10.5pp |
| Annual return | 9.00% | 21.02%-12.0pp | 204.55%-195.5pp | 53.51%-44.5pp |
| Employer contribution / active EE | $8,382 | $3,080+172.1% | $3,782+121.6% | $2,552+228.4% |
| Participant deferral / active EE | $3,607 | $4,037-10.7% | $5,096-29.2% | $4,126-12.6% |
| Admin fee / account holder | $42,689 | $7,381+478.3% | $9,162+365.9% | $7,339+481.7% |