Filed June 16, 2020 (most recent of 4 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $209,336-64.0% | $197,124-61.8% | $137,256-45.1% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 6.03% | 48.09%-42.1pp | 44.34%-38.3pp | 220.34%-214.3pp |
| Employer contribution / active EE | $12,429 | $6,591+88.6% | $6,227+99.6% | $4,156+199.0% |
| Participant deferral / active EE | $4,071 | $9,614-57.7% | $9,135-55.4% | $6,407-36.5% |
| Admin fee / account holder | $11,361 | $17,308-34.4% | $16,298-30.3% | $12,270-7.4% |