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 | $89,735 | $54,757+63.9% | $90,304-0.6% | $72,975+23.0% |
| Participation rate | 87.0% | 65.2%+21.9pp | 73.3%+13.8pp | 69.5%+17.5pp |
| Annual return | 114.27% | 30.63%+83.6pp | 78.13%+36.1pp | 81.01%+33.3pp |
| Employer contribution / active EE | $8,310 | $2,093+297.0% | $2,855+191.1% | $2,440+240.6% |
| Participant deferral / active EE | $2,004 | $2,887-30.6% | $3,885-48.4% | $3,608-44.4% |
| Admin fee / account holder | $2,108 | $3,973-46.9% | $5,354-60.6% | $5,124-58.9% |