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 | $64,054 | $209,847-69.5% | $189,520-66.2% | $167,518-61.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.10% | 748.45%-739.4pp | 555.25%-546.2pp | 478.71%-469.6pp |
| Employer contribution / active EE | $2,158 | $6,913-68.8% | $6,161-65.0% | $4,838-55.4% |
| Participant deferral / active EE | $2,372 | $8,934-73.5% | $8,220-71.1% | $6,342-62.6% |
| Admin fee / account holder | $1,867 | $14,295-86.9% | $12,046-84.5% | $12,312-84.8% |