Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $38,712 | $91,167-57.5% | $178,498-78.3% | $79,858-51.5% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 12.99% | 24.19%-11.2pp | 151.09%-138.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | -$3,494 | $3,236-208.0% | $5,202-167.2% | $3,740-193.4% |
| Admin fee / account holder | $2,238 | $6,747-66.8% | $13,985-84.0% | $5,306-57.8% |