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 | $86,339 | $54,763+57.7% | $90,324-4.4% | $72,976+18.3% |
| Participation rate | 84.0% | 65.2%+18.8pp | 73.3%+10.7pp | 69.5%+14.5pp |
| Annual return | 43.30% | 30.63%+12.7pp | 78.15%-34.8pp | 81.02%-37.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,617 | $2,887+129.2% | $3,885+70.3% | $3,608+83.4% |
| Admin fee / account holder | $2,111 | $3,973-46.9% | $5,356-60.6% | $5,124-58.8% |