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 | $20,724 | $53,829-61.5% | $75,728-72.6% | $85,852-75.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.43% | 24.54%-10.1pp | 104.66%-90.2pp | 318.66%-304.2pp |
| Employer contribution / active EE | $2,015 | $2,017-0.1% | $2,743-26.6% | $2,566-21.5% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,767 | $3,339-47.1% | $3,620-51.2% | $6,261-71.8% |