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 | $52,376 | $183,988-71.5% | $162,177-67.7% | $152,897-65.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.82% | 150.79%-137.0pp | 115.60%-101.8pp | 345.43%-331.6pp |
| Employer contribution / active EE | $2,362 | $6,370-62.9% | $5,613-57.9% | $4,764-50.4% |
| Participant deferral / active EE | $1,794 | $8,032-77.7% | $7,297-75.4% | $5,851-69.3% |
| Admin fee / account holder | $1,102 | $13,123-91.6% | $10,843-89.8% | $11,599-90.5% |