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 | $61,858 | $125,797-50.8% | $170,057-63.6% | $75,177-17.7% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 17.67% | 27.20%-9.5pp | 53.42%-35.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $2,941 | $4,616-36.3% | $6,790-56.7% | $2,671+10.1% |
| Participant deferral / active EE | $3,502 | $6,838-48.8% | $10,411-66.4% | $4,126-15.1% |
| Admin fee / account holder | $2,870 | $8,177-64.9% | $12,826-77.6% | $5,651-49.2% |