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 | $27,795 | $137,414-79.8% | $189,537-85.3% | $85,847-67.6% |
| Participation rate | 76.7% | 84.6%-7.9pp | 87.8%-11.1pp | 69.3%+7.4pp |
| Annual return | 19.64% | 38.14%-18.5pp | 555.34%-535.7pp | 318.61%-299.0pp |
| Employer contribution / active EE | $1,643 | $4,344-62.2% | $6,161-73.3% | $2,565-36.0% |
| Participant deferral / active EE | $3,524 | $6,260-43.7% | $8,220-57.1% | $3,952-10.8% |
| Admin fee / account holder | $929 | $8,630-89.2% | $12,048-92.3% | $6,261-85.2% |