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 | $145,431-24.4% | $211,142-48.0% | $87,485+25.6% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.3%+10.1pp | 68.9%+28.5pp |
| Annual return | 21.16% | 27.21%-6.1pp | 46.84%-25.7pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,861 | $4,662-38.6% | $6,442-55.6% | $2,596+10.2% |
| Participant deferral / active EE | $4,629 | $6,859-32.5% | $9,284-50.1% | $4,274+8.3% |
| Admin fee / account holder | $8,258 | $17,052-51.6% | $19,076-56.7% | $7,775+6.2% |