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 | $95,053 | $49,177+93.3% | $79,467+19.6% | $64,173+48.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.34% | -1.16%+10.5pp | 718.30%-709.0pp | 7.63%+1.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,791 | $2,821+211.6% | $3,704+137.3% | $3,470+153.4% |
| Admin fee / account holder | $1,356 | $3,839-64.7% | $5,104-73.4% | $4,887-72.3% |