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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,322 | $101,778+67.3% | $164,975+3.2% | $80,925+110.5% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.7%+5.1pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.12%-60.2pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,982 | $2,954-32.9% | $4,343-54.4% | $2,756-28.1% |
| Participant deferral / active EE | $7,026 | $4,477+56.9% | $6,033+16.5% | $4,299+63.5% |
| Admin fee / account holder | $13,807 | $8,221+67.9% | $12,688+8.8% | $6,940+98.9% |