Filed May 6, 2019
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,471 | $45,050-12.4% | $63,018-37.4% | $70,126-43.7% |
| Participation rate | 98.4% | 69.5%+28.9pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 15.01% | 18.76%-3.8pp | 87.62%-72.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,943 | $2,052+43.4% | $2,761+6.6% | $2,343+25.6% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,307 | $2,834-18.6% | $3,601-35.9% | $4,645-50.3% |