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 | $17,849 | $42,913-58.4% | $60,919-70.7% | $68,494-73.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.99%-2.5pp | 16.98%-33.5pp | -7.86%-8.6pp |
| Employer contribution / active EE | $2,005 | $1,979+1.3% | $2,704-25.9% | $2,597-22.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $555 | $3,103-82.1% | $3,226-82.8% | $5,403-89.7% |