Filed June 16, 2020 (most recent of 4 filings on file)
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,365 | $223,823-66.3% | $211,142-64.3% | $154,746-51.3% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 6.03% | 50.39%-44.4pp | 46.84%-40.8pp | 172.34%-166.3pp |
| Employer contribution / active EE | $12,429 | $6,787+83.1% | $6,442+92.9% | $4,379+183.8% |
| Participant deferral / active EE | $4,071 | $9,750-58.2% | $9,284-56.2% | $6,730-39.5% |
| Admin fee / account holder | $11,361 | $19,707-42.3% | $19,076-40.4% | $14,365-20.9% |