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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,429 | $56,894+132.8% | $84,753+56.3% | $62,881+110.6% |
| Participation rate | 98.2% | 68.5%+29.7pp | 76.6%+21.6pp | 69.3%+28.9pp |
| Annual return | -2.34% | 6.30%-8.6pp | 22.78%-25.1pp | 20.14%-22.5pp |
| Employer contribution / active EE | $11,343 | $2,400+372.6% | $3,574+217.3% | $2,281+397.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,364 | $3,581+49.8% | $5,333+0.6% | $4,296+24.9% |