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 | $69,076 | $201,370-65.7% | $184,256-62.5% | $145,897-52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.16% | 29.05%-22.9pp | 28.85%-22.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $9,250 | $7,024+31.7% | $6,427+43.9% | $4,663+98.4% |
| Participant deferral / active EE | $3,521 | $9,808-64.1% | $9,133-61.4% | $6,689-47.4% |
| Admin fee / account holder | $1,459 | $16,364-91.1% | $13,899-89.5% | $13,390-89.1% |