Filed January 2, 2020 (most recent of 2 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 | $171,558 | $88,815+93.2% | $81,882+109.5% | $145,897+17.6% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 12.93% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,308 | $3,086+39.6% | $2,916+47.7% | $4,663-7.6% |
| Participant deferral / active EE | $13,974 | $4,647+200.7% | $4,323+223.2% | $6,689+108.9% |
| Admin fee / account holder | $2,369 | $8,434-71.9% | $7,360-67.8% | $13,390-82.3% |