Filed May 17, 2024 (most recent of 2 filings on file)
Total covered: 2 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 | $33,895 | $153,769-78.0% | $133,975-74.7% | $273,972-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.98% | 36.51%-32.5pp | 29.29%-25.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $3,141 | $6,029-47.9% | $5,211-39.7% | $4,869-35.5% |
| Participant deferral / active EE | $1,107 | $6,958-84.1% | $6,282-82.4% | $5,287-79.1% |
| Admin fee / account holder | $1,313 | $11,765-88.8% | $9,324-85.9% | $10,133-87.0% |