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 | $93,345+3.0% | $119,126-19.3% | $87,485+9.9% |
| Participation rate | 78.6% | 68.7%+9.8pp | 75.8%+2.8pp | 68.9%+9.6pp |
| Annual return | 9.00% | 19.08%-10.1pp | 282.11%-273.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $8,382 | $3,172+164.3% | $4,034+107.8% | $2,596+222.8% |
| Participant deferral / active EE | $3,607 | $4,099-12.0% | $5,318-32.2% | $4,274-15.6% |
| Admin fee / account holder | $42,689 | $8,039+431.0% | $10,693+299.2% | $7,775+449.1% |