Filed March 5, 2024 (most recent of 3 filings on file)
Total covered: 2 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 | $40,478 | $100,041-59.5% | $149,718-73.0% | $70,131-42.3% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | 14.05% | 27.43%-13.4pp | 1501.67%-1487.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,268 | $3,662-38.1% | $5,445-58.4% | $2,342-3.2% |
| Participant deferral / active EE | $2,522 | $4,983-49.4% | $6,569-61.6% | $3,332-24.3% |
| Admin fee / account holder | $2,601 | $8,286-68.6% | $11,283-76.9% | $4,645-44.0% |