Filed November 5, 2019 (most recent of 2 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,429 | $52,678+168.5% | $75,784+86.6% | $59,633+137.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 21.95% | 2.95%+19.0pp | 9.68%+12.3pp | 2041.45%-2019.5pp |
| Employer contribution / active EE | $11,066 | $2,193+404.5% | $3,323+233.0% | $2,203+402.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,188 | $3,610+43.7% | $5,300-2.1% | $4,297+20.7% |