Filed December 8, 2023 (most recent of 2 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 | $32,586 | $117,895-72.4% | $102,460-68.2% | $145,897-77.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 8.82% | 31.92%-23.1pp | 29.47%-20.6pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,421 | $3,619-33.1% | $3,025-20.0% | $4,663-48.1% |
| Participant deferral / active EE | $2,763 | $5,736-51.8% | $5,056-45.4% | $6,689-58.7% |
| Admin fee / account holder | $4,920 | $13,353-63.2% | $9,460-48.0% | $13,390-63.3% |