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 | $40,737 | $94,529-56.9% | $140,019-70.9% | $64,173-36.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.02% | 7.77%-14.8pp | 651.17%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,686 | $3,812-29.6% | $5,605-52.1% | $2,381+12.8% |
| Participant deferral / active EE | $3,296 | $5,250-37.2% | $6,927-52.4% | $3,470-5.0% |
| Admin fee / account holder | $812 | $6,741-87.9% | $10,705-92.4% | $4,887-83.4% |