Filed August 28, 2019 (most recent of 3 filings on file)
Total covered: 65 employees
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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 | $129,178 | $65,440+97.4% | $98,506+31.1% | $85,851+50.5% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.3pp | 69.3%+28.4pp |
| Annual return | 16.13% | 21.75%-5.6pp | 1494.92%-1478.8pp | 318.63%-302.5pp |
| Employer contribution / active EE | $5,166 | $2,169+138.2% | $2,961+74.4% | $2,565+101.4% |
| Participant deferral / active EE | $7,301 | $3,168+130.5% | $4,277+70.7% | $3,952+84.7% |
| Admin fee / account holder | $6,983 | $4,596+51.9% | $5,955+17.3% | $6,261+11.5% |