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 | $67,582 | $185,883-63.6% | $170,043-60.3% | $139,466-51.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 8.57% | 60.54%-52.0pp | 53.40%-44.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $5,611 | $7,596-26.1% | $6,790-17.4% | $4,754+18.0% |
| Participant deferral / active EE | $2,501 | $11,626-78.5% | $10,410-76.0% | $6,712-62.7% |
| Admin fee / account holder | $3,353 | $15,393-78.2% | $12,824-73.9% | $11,409-70.6% |