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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,136 | $77,817+168.8% | $123,553+69.3% | $64,173+225.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.92% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $21,667 | $3,014+618.9% | $4,628+368.2% | $2,381+810.1% |
| Participant deferral / active EE | $8,418 | $5,240+60.6% | $6,426+31.0% | $3,470+142.6% |
| Admin fee / account holder | $31,057 | $5,519+462.7% | $9,284+234.5% | $4,887+535.5% |