Filed March 18, 2024
Total covered: 4 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 | $145,197 | $90,617+60.2% | $79,476+82.7% | $135,382+7.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.39% | 977.57%-983.0pp | 718.21%-723.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $10,544 | $3,068+243.7% | $2,800+276.5% | $4,779+120.6% |
| Participant deferral / active EE | $10,544 | $4,050+160.3% | $3,704+184.7% | $5,609+88.0% |
| Admin fee / account holder | $3,015 | $5,907-49.0% | $5,113-41.0% | $10,829-72.2% |