Filed September 18, 2019 (most recent of 2 filings on file)
Total covered: 7 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $104,082 | $68,394+52.2% | $94,672+9.9% | $75,177+38.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.55% | 616.92%-599.4pp | 156.89%-139.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $4,178 | $2,701+54.7% | $3,673+13.8% | $2,671+56.4% |
| Participant deferral / active EE | $6,592 | $6,536+0.9% | $7,417-11.1% | $4,126+59.7% |
| Admin fee / account holder | $10,657 | $5,326+100.1% | $7,222+47.6% | $5,651+88.6% |