Filed June 16, 2020 (most recent of 4 filings on file)
Total covered: 4 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,090 | $153,769-75.9% | $133,975-72.3% | $273,972-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.27% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,480 | $6,029-75.5% | $5,211-71.6% | $4,869-69.6% |
| Participant deferral / active EE | $1,100 | $6,958-84.2% | $6,282-82.5% | $5,287-79.2% |
| Admin fee / account holder | $446 | $11,765-96.2% | $9,324-95.2% | $10,133-95.6% |