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 | $88,702+93.4% | $81,780+109.8% | $145,978+17.5% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 12.93% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $4,308 | $3,084+39.7% | $2,914+47.8% | $4,662-7.6% |
| Participant deferral / active EE | $13,974 | $4,645+200.8% | $4,321+223.4% | $6,690+108.9% |
| Admin fee / account holder | $2,369 | $8,414-71.9% | $7,384-67.9% | $13,400-82.3% |