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 | $78,295 | $125,797-37.8% | $170,028-54.0% | $75,181+4.1% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 13.60% | 27.20%-13.6pp | 53.39%-39.8pp | 160.69%-147.1pp |
| Employer contribution / active EE | $4,483 | $4,616-2.9% | $6,788-34.0% | $2,671+67.9% |
| Participant deferral / active EE | $5,345 | $6,838-21.8% | $10,409-48.7% | $4,126+29.5% |
| Admin fee / account holder | $40,148 | $8,177+391.0% | $12,820+213.2% | $5,650+610.6% |