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 | $20,861 | $75,959-72.5% | $154,114-86.5% | $64,181-67.5% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -3.60% | 30.32%-33.9pp | 735.16%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,101 | $3,175-65.3% | $5,081-78.3% | $3,470-68.3% |
| Admin fee / account holder | $1,319 | $5,589-76.4% | $13,411-90.2% | $4,887-73.0% |