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 | $241,535 | $105,198+129.6% | $159,455+51.5% | $85,856+181.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.02% | 45.08%-28.1pp | 263.63%-246.6pp | 318.58%-301.6pp |
| Employer contribution / active EE | $10,182 | $3,319+206.8% | $4,830+110.8% | $2,565+296.9% |
| Participant deferral / active EE | $9,979 | $5,946+67.8% | $7,353+35.7% | $3,952+152.5% |
| Admin fee / account holder | $15,070 | $6,934+117.3% | $10,800+39.5% | $6,261+140.7% |