Filed October 17, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,749 | $100,041-81.3% | $149,718-87.5% | $70,131-73.3% |
| Participation rate | 80.6% | 83.6%-3.0pp | 87.1%-6.5pp | 69.5%+11.0pp |
| Annual return | 18.62% | 27.43%-8.8pp | 1501.67%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,547 | $3,662-57.7% | $5,445-71.6% | $2,342-33.9% |
| Participant deferral / active EE | $2,563 | $4,983-48.6% | $6,569-61.0% | $3,332-23.1% |
| Admin fee / account holder | $2,786 | $8,286-66.4% | $11,283-75.3% | $4,645-40.0% |