Filed June 18, 2019 (most recent of 3 filings on file)
Total covered: 2 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 | $202,533 | $102,382+97.8% | $147,005+37.8% | $80,874+150.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.51% | 134.89%-117.4pp | 418.76%-401.3pp | 35.62%-18.1pp |
| Employer contribution / active EE | $5,536 | $3,715+49.0% | $4,934+12.2% | $2,756+100.9% |
| Participant deferral / active EE | $9,066 | $6,646+36.4% | $8,070+12.3% | $4,297+111.0% |
| Admin fee / account holder | $3,419 | $7,942-57.0% | $13,006-73.7% | $6,935-50.7% |