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 | $63,383 | $58,600+8.2% | $83,327-23.9% | $64,173-1.2% |
| Participation rate | 98.6% | 72.0%+26.5pp | 77.8%+20.8pp | 69.6%+29.0pp |
| Annual return | -0.51% | 9.66%-10.2pp | 10.64%-11.1pp | 7.63%-8.1pp |
| Employer contribution / active EE | $3,306 | $2,098+57.6% | $3,379-2.2% | $2,381+38.9% |
| Participant deferral / active EE | $3,489 | $4,656-25.1% | $5,565-37.3% | $3,470+0.5% |
| Admin fee / account holder | $2,739 | $9,282-70.5% | $7,540-63.7% | $4,887-44.0% |