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 | $142,972-23.1% | $214,702-48.8% | $86,983+26.3% |
| Participation rate | 97.4% | 84.9%+12.6pp | 87.5%+10.0pp | 69.5%+27.9pp |
| Annual return | 21.16% | 18.49%+2.7pp | 54.55%-33.4pp | 25.83%-4.7pp |
| Employer contribution / active EE | $2,861 | $4,635-38.3% | $6,461-55.7% | $2,584+10.7% |
| Participant deferral / active EE | $4,629 | $6,568-29.5% | $9,147-49.4% | $4,194+10.4% |
| Admin fee / account holder | $8,258 | $17,617-53.1% | $19,830-58.4% | $7,856+5.1% |