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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,857 | $65,364+75.7% | $92,909+23.6% | $72,975+57.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -4.16% | 42.11%-46.3pp | 109.44%-113.6pp | 81.01%-85.2pp |
| Employer contribution / active EE | $9,732 | $2,594+275.1% | $3,653+166.4% | $2,440+298.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,046 | $4,251-4.8% | $5,795-30.2% | $5,124-21.0% |