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 | $109,630 | $92,766+18.2% | $82,763+32.5% | $134,545-18.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -16.61% | 946.97%-963.6pp | 702.45%-719.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,451 | $3,273+5.4% | $3,008+14.7% | $4,742-27.2% |
| Participant deferral / active EE | $12,419 | $4,802+158.6% | $4,395+182.6% | $6,401+94.0% |
| Admin fee / account holder | $15,251 | $5,978+155.1% | $5,325+186.4% | $11,431+33.4% |