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 | $37,924 | $138,385-72.6% | $184,243-79.4% | $80,925-53.1% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.7%+24.1pp |
| Annual return | 15.97% | 20.02%-4.1pp | 28.82%-12.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,852 | $4,851-61.8% | $6,427-71.2% | $2,756-32.8% |
| Participant deferral / active EE | $4,849 | $7,075-31.5% | $9,132-46.9% | $4,299+12.8% |
| Admin fee / account holder | $7,877 | $10,489-24.9% | $13,914-43.4% | $6,940+13.5% |