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 | $90,272 | $70,486+28.1% | $100,535-10.2% | $79,856+13.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.53% | 21.90%-4.4pp | 30.90%-13.4pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,730 | $2,165+72.3% | $3,419+9.1% | $2,471+50.9% |
| Participant deferral / active EE | $4,555 | $5,182-12.1% | $6,271-27.4% | $3,741+21.8% |
| Admin fee / account holder | $8,575 | $4,480+91.4% | $8,085+6.1% | $5,306+61.6% |