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 | $92,684+18.3% | $82,706+32.6% | $134,509-18.5% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -16.61% | 945.84%-962.4pp | 701.76%-718.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $3,451 | $3,272+5.5% | $3,007+14.7% | $4,741-27.2% |
| Participant deferral / active EE | $12,419 | $4,800+158.7% | $4,394+182.7% | $6,400+94.0% |
| Admin fee / account holder | $15,251 | $5,982+154.9% | $5,329+186.2% | $11,427+33.5% |