Filed November 12, 2024 (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 | $136,746 | $81,870+67.0% | $119,634+14.3% | $68,490+99.7% |
| Participation rate | 76.3% | 71.9%+4.4pp | 79.3%-3.0pp | 67.9%+8.4pp |
| Annual return | -11.29% | -23.82%+12.5pp | -14.98%+3.7pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,371 | $4,148+77.7% | $5,601+31.6% | $4,028+83.0% |
| Admin fee / account holder | $1,109 | $6,583-83.2% | $10,329-89.3% | $5,403-79.5% |