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 | $15,591 | $45,079-65.4% | $69,480-77.6% | $72,977-78.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.07% | 22.67%+0.4pp | 28.99%-5.9pp | 81.02%-57.9pp |
| Employer contribution / active EE | $1,834 | $2,055-10.8% | $2,780-34.0% | $2,440-24.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $939 | $3,057-69.3% | $3,840-75.5% | $5,124-81.7% |