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 | $89,158 | $59,111+50.8% | $86,451+3.1% | $68,490+30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.00% | -0.22%-12.8pp | 4398.51%-4411.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $860 | $2,519-65.9% | $3,770-77.2% | $2,597-66.9% |
| Participant deferral / active EE | $5,696 | $5,900-3.5% | $6,953-18.1% | $4,028+41.4% |
| Admin fee / account holder | $11,635 | $5,640+106.3% | $6,734+72.8% | $5,403+115.3% |