Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 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 | $49,623 | $84,236-41.1% | $170,439-70.9% | $70,124-29.2% |
| Participation rate | 76.8% | 70.8%+6.0pp | 83.6%-6.8pp | 69.5%+7.3pp |
| Annual return | 14.91% | 23.06%-8.1pp | 205.94%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,506 | $3,387-55.5% | $5,433-72.3% | $2,342-35.7% |
| Participant deferral / active EE | $3,156 | $3,086+2.3% | $4,939-36.1% | $3,332-5.3% |
| Admin fee / account holder | $5,794 | $5,698+1.7% | $13,881-58.3% | $4,645+24.7% |