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 | $75,638 | $167,533-54.9% | $151,645-50.1% | $134,545-43.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -12.51% | 7.81%-20.3pp | 3.34%-15.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $8,005 | $6,828+17.2% | $6,165+29.8% | $4,742+68.8% |
| Participant deferral / active EE | $2,483 | $8,985-72.4% | $8,363-70.3% | $6,401-61.2% |
| Admin fee / account holder | $2,164 | $13,781-84.3% | $11,614-81.4% | $11,431-81.1% |