Filed February 16, 2024 (most recent of 2 filings on file)
Total covered: 6 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 | $96,287 | $110,083-12.5% | $151,639-36.5% | $68,486+40.6% |
| Participation rate | 98.6% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -14.53% | -10.12%-4.4pp | 3.34%-17.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,784 | $4,470+7.0% | $6,165-22.4% | $2,597+84.3% |
| Participant deferral / active EE | $6,098 | $6,526-6.6% | $8,363-27.1% | $4,028+51.4% |
| Admin fee / account holder | $7,109 | $7,718-7.9% | $11,613-38.8% | $5,404+31.6% |