Filed September 11, 2020 (most recent of 10 filings on file)
Total covered: 17 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 | $109,896 | $146,267-24.9% | $197,124-44.3% | $82,448+33.3% |
| Participation rate | 97.4% | 84.0%+13.4pp | 86.7%+10.7pp | 68.1%+29.4pp |
| Annual return | 21.16% | 29.61%-8.5pp | 44.34%-23.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,861 | $4,723-39.4% | $6,227-54.1% | $2,551+12.2% |
| Participant deferral / active EE | $4,629 | $7,035-34.2% | $9,135-49.3% | $4,139+11.8% |
| Admin fee / account holder | $8,258 | $14,422-42.7% | $16,298-49.3% | $7,234+14.1% |