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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,171 | $77,358+46.3% | $102,184+10.8% | $87,485+29.4% |
| Participation rate | 97.2% | 78.7%+18.5pp | 82.6%+14.6pp | 68.9%+28.3pp |
| Annual return | 15.17% | 41.11%-25.9pp | 31.58%-16.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $3,645 | $2,562+42.3% | $3,594+1.4% | $2,596+40.4% |
| Participant deferral / active EE | $5,492 | $6,753-18.7% | $8,309-33.9% | $4,274+28.5% |
| Admin fee / account holder | $4,030 | $6,809-40.8% | $11,609-65.3% | $7,775-48.2% |