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 | $133,000 | $57,352+131.9% | $83,831+58.7% | $64,173+107.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 15.17% | 11.38%+3.8pp | 850.99%-835.8pp | 7.63%+7.5pp |
| Employer contribution / active EE | $9,189 | $2,546+261.0% | $3,631+153.1% | $2,381+286.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,999 | $4,046-1.2% | $5,479-27.0% | $4,887-18.2% |