Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,569 | $84,236-74.4% | $170,435-87.3% | $70,126-69.2% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 13.37% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,181 | $3,086-61.7% | $4,939-76.1% | $3,332-64.6% |
| Admin fee / account holder | $2,074 | $5,698-63.6% | $13,881-85.1% | $4,645-55.3% |