Filed March 11, 2024 (most recent of 2 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,301 | $160,059-48.6% | $140,019-41.2% | $135,379-39.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.89% | 911.44%-914.3pp | 651.15%-654.0pp | 519.79%-522.7pp |
| Employer contribution / active EE | $5,016 | $6,420-21.9% | $5,605-10.5% | $4,779+5.0% |
| Participant deferral / active EE | $1,340 | $7,641-82.5% | $6,927-80.7% | $5,609-76.1% |
| Admin fee / account holder | $1,401 | $13,328-89.5% | $10,705-86.9% | $10,828-87.1% |