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 | $156,921 | $93,598+67.7% | $135,974+15.4% | $75,173+108.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.67% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $4,675 | $3,538+32.1% | $4,859-3.8% | $2,671+75.0% |
| Participant deferral / active EE | $7,931 | $6,405+23.8% | $7,760+2.2% | $4,126+92.2% |
| Admin fee / account holder | $50,671 | $6,978+626.2% | $10,767+370.6% | $5,651+796.7% |