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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,632 | $49,177+96.5% | $79,467+21.6% | $64,173+50.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.53% | -1.16%+10.7pp | 718.30%-708.8pp | 7.63%+1.9pp |
| Employer contribution / active EE | $12,982 | $2,076+525.3% | $2,800+363.6% | $2,381+445.3% |
| Participant deferral / active EE | $3,358 | $2,821+19.0% | $3,704-9.3% | $3,470-3.2% |
| Admin fee / account holder | $3,743 | $3,839-2.5% | $5,104-26.7% | $4,887-23.4% |