Filed January 22, 2024 (most recent of 2 filings on file)
Total covered: 6 employees
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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 | $119,913 | $73,863+62.3% | $143,797-16.6% | $68,490+75.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.13% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $7,087 | $3,185+122.5% | $4,952+43.1% | $2,597+172.9% |
| Participant deferral / active EE | $9,778 | $3,385+188.9% | $5,638+73.4% | $4,028+142.8% |
| Admin fee / account holder | $9,195 | $5,756+59.8% | $14,679-37.4% | $5,403+70.2% |