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 | $161,035 | $109,872+46.6% | $98,483+63.5% | $167,536-3.9% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $5,604 | $3,225+73.8% | $2,961+89.3% | $4,839+15.8% |
| Participant deferral / active EE | $8,442 | $4,673+80.6% | $4,276+97.4% | $6,342+33.1% |
| Admin fee / account holder | $974 | $6,757-85.6% | $5,953-83.6% | $12,315-92.1% |