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 | $197,637-69.8% | $177,848-66.4% | $158,982-62.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 5.02% | 58.77%-53.7pp | 48.33%-43.3pp | 302.99%-298.0pp |
| Employer contribution / active EE | $2,826 | $6,698-57.8% | $5,919-52.2% | $4,763-40.7% |
| Participant deferral / active EE | $2,197 | $8,405-73.9% | $7,714-71.5% | $5,983-63.3% |
| Admin fee / account holder | $7,443 | $15,406-51.7% | $12,431-40.1% | $11,252-33.9% |