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 | $68,489 | $110,083-37.8% | $151,645-54.8% | $68,4900% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -17.15% | -10.12%-7.0pp | 3.34%-20.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,079 | $4,470-31.1% | $6,165-50.1% | $2,597+18.6% |
| Participant deferral / active EE | $4,244 | $6,526-35.0% | $8,363-49.2% | $4,028+5.4% |
| Admin fee / account holder | $4,251 | $7,718-44.9% | $11,614-63.4% | $5,403-21.3% |