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 | $24,034 | $109,359-78.0% | $162,185-85.2% | $72,976-67.1% |
| Participation rate | 76.3% | 84.3%-7.9pp | 87.6%-11.2pp | 69.5%+6.8pp |
| Annual return | 25.42% | 25.46%0pp | 115.61%-90.2pp | 81.02%-55.6pp |
| Employer contribution / active EE | $1,599 | $3,907-59.1% | $5,613-71.5% | $2,440-34.5% |
| Participant deferral / active EE | $2,741 | $5,481-50.0% | $7,297-62.4% | $3,608-24.0% |
| Admin fee / account holder | $2,006 | $7,972-74.8% | $10,844-81.5% | $5,124-60.8% |