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 | $82,220 | $63,365+29.8% | $91,994-10.6% | $72,976+12.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 19.64% | 35.35%-15.7pp | 69.04%-49.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $3,711 | $2,116+75.4% | $3,453+7.5% | $2,440+52.1% |
| Participant deferral / active EE | $4,086 | $4,883-16.3% | $5,924-31.0% | $3,608+13.3% |
| Admin fee / account holder | $2,110 | $4,670-54.8% | $7,744-72.7% | $5,124-58.8% |