Filed September 18, 2019 (most recent of 2 filings on file)
Total covered: 7 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,274 | $77,472+35.9% | $100,415+4.8% | $80,959+30.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.16% | 37.26%-22.1pp | 49.47%-34.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $4,018 | $2,800+43.5% | $3,943+1.9% | $2,757+45.7% |
| Participant deferral / active EE | $5,660 | $6,818-17.0% | $8,091-30.0% | $4,300+31.6% |
| Admin fee / account holder | $12,437 | $5,885+111.3% | $7,906+57.3% | $6,925+79.6% |