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 | $132,728 | $96,678+37.3% | $86,640+53.2% | $139,466-4.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.24% | 106.69%-88.4pp | 592.52%-574.3pp | 373.66%-355.4pp |
| Employer contribution / active EE | $3,941 | $3,265+20.7% | $3,024+30.3% | $4,754-17.1% |
| Participant deferral / active EE | $13,959 | $4,837+188.6% | $4,438+214.5% | $6,712+108.0% |
| Admin fee / account holder | $1,627 | $6,410-74.6% | $5,616-71.0% | $11,409-85.7% |