Filed June 12, 2020
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,472 | $53,128+49.6% | $86,582-8.2% | $70,126+13.3% |
| Participation rate | 95.7% | 65.3%+30.4pp | 73.5%+22.2pp | 69.5%+26.2pp |
| Annual return | 12.83% | 27.66%-14.8pp | 965.08%-952.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $11,875 | $2,068+474.2% | $2,839+318.2% | $2,343+406.9% |
| Participant deferral / active EE | $2,840 | $2,695+5.4% | $3,609-21.3% | $3,332-14.8% |
| Admin fee / account holder | $2,260 | $3,584-37.0% | $4,904-53.9% | $4,645-51.4% |