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 | $213,761 | $98,766+116.4% | $149,730+42.8% | $79,852+167.7% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.5%-7.8pp | 69.6%+5.1pp |
| Annual return | 20.41% | 27.43%-7.0pp | 276.70%-256.3pp | 31.72%-11.3pp |
| Employer contribution / active EE | $1,530 | $3,217-52.4% | $4,645-67.1% | $2,471-38.1% |
| Participant deferral / active EE | $7,971 | $5,681+40.3% | $6,843+16.5% | $3,740+113.1% |
| Admin fee / account holder | $825 | $6,052-86.4% | $9,310-91.1% | $5,306-84.4% |