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 | $88,754+93.3% | $81,820+109.7% | $145,877+17.6% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 12.93% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,308 | $3,085+39.6% | $2,915+47.8% | $4,663-7.6% |
| Participant deferral / active EE | $13,974 | $4,648+200.7% | $4,323+223.3% | $6,691+108.9% |
| Admin fee / account holder | $2,369 | $8,424-71.9% | $7,391-68.0% | $13,402-82.3% |