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 | $21,917 | $46,555-52.9% | $64,110-65.8% | $75,184-70.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.85% | 26.07%-8.2pp | 33.75%-15.9pp | 160.78%-142.9pp |
| Employer contribution / active EE | $2,181 | $1,977+10.3% | $2,751-20.7% | $2,671-18.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,883-100.0% | $4,127-100.0% |
| Admin fee / account holder | $985 | $2,959-66.7% | $3,071-67.9% | $5,652-82.6% |