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 | $236,484 | $98,776+139.4% | $149,745+57.9% | $79,856+196.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.01% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,973 | $5,681+40.3% | $6,843+16.5% | $3,741+113.1% |
| Admin fee / account holder | $30,256 | $6,053+399.9% | $9,312+224.9% | $5,306+470.2% |