Filed March 27, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $26,118 | $48,337-46.0% | $67,560-61.3% | $80,959-67.7% |
| Participation rate | 91.8% | 66.4%+25.4pp | 72.9%+18.9pp | 67.7%+24.1pp |
| Annual return | 14.46% | 18.26%-3.8pp | 3533.50%-3519.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,209 | $2,023+9.2% | $2,737-19.3% | $2,757-19.9% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,103 | $3,695-43.1% | $3,994-47.3% | $6,925-69.6% |