Filed October 14, 2024 (most recent of 2 filings on file)
Total covered: 16 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 | $157,758 | $77,817+102.7% | $123,553+27.7% | $64,173+145.8% |
| Participation rate | 86.2% | 74.7%+11.4pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -5.45% | 12.49%-17.9pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,923 | $3,014-36.2% | $4,628-58.4% | $2,381-19.2% |
| Participant deferral / active EE | $9,180 | $5,240+75.2% | $6,426+42.9% | $3,470+164.6% |
| Admin fee / account holder | $7,414 | $5,519+34.3% | $9,284-20.2% | $4,887+51.7% |