Filed November 27, 2024 (most recent of 2 filings on file)
Total covered: 9 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 | $47,157 | $153,769-69.3% | $133,975-64.8% | $273,972-82.8% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 7.02% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,911 | $6,029-68.3% | $5,211-63.3% | $4,869-60.8% |
| Participant deferral / active EE | $2,630 | $6,958-62.2% | $6,282-58.1% | $5,287-50.3% |
| Admin fee / account holder | $2,027 | $11,765-82.8% | $9,324-78.3% | $10,133-80.0% |