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 | $27,342 | $125,797-78.3% | $170,043-83.9% | $75,173-63.6% |
| Participation rate | 82.5% | 83.6%-1.1pp | 87.0%-4.5pp | 67.2%+15.3pp |
| Annual return | 16.67% | 27.20%-10.5pp | 53.40%-36.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,562 | $4,616-66.2% | $6,790-77.0% | $2,671-41.5% |
| Participant deferral / active EE | $4,057 | $6,838-40.7% | $10,410-61.0% | $4,126-1.7% |
| Admin fee / account holder | $1,455 | $8,177-82.2% | $12,824-88.7% | $5,651-74.3% |