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 | $48,302 | $125,797-61.6% | $170,057-71.6% | $75,177-35.7% |
| Participation rate | 73.6% | 83.6%-10.0pp | 87.0%-13.4pp | 67.2%+6.4pp |
| Annual return | 18.48% | 27.20%-8.7pp | 53.42%-34.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,673 | $4,616-42.1% | $6,790-60.6% | $2,671+0.1% |
| Participant deferral / active EE | $3,431 | $6,838-49.8% | $10,411-67.0% | $4,126-16.9% |
| Admin fee / account holder | $2,861 | $8,177-65.0% | $12,826-77.7% | $5,651-49.4% |