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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,706 | $197,603-69.8% | $177,827-66.4% | $158,950-62.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 5.02% | 58.76%-53.7pp | 48.32%-43.3pp | 302.91%-297.9pp |
| Employer contribution / active EE | $2,826 | $6,698-57.8% | $5,918-52.2% | $4,762-40.6% |
| Participant deferral / active EE | $2,197 | $8,404-73.9% | $7,713-71.5% | $5,983-63.3% |
| Admin fee / account holder | $7,443 | $15,402-51.7% | $12,429-40.1% | $11,248-33.8% |