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 | $18,321 | $49,245-62.8% | $70,492-74.0% | $79,859-77.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.85% | 30.11%-14.3pp | 109.16%-93.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,990 | $2,100-5.2% | $2,738-27.3% | $2,471-19.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,269 | $2,879-55.9% | $3,848-67.0% | $5,307-76.1% |