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 | $210,824 | $102,595+105.5% | $94,057+124.1% | $154,746+36.2% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 80.7%+14.3pp |
| Annual return | 19.01% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,925 | $3,147+24.7% | $2,933+33.8% | $4,379-10.4% |
| Participant deferral / active EE | $14,267 | $5,118+178.7% | $4,709+202.9% | $6,730+112.0% |
| Admin fee / account holder | $979 | $7,736-87.3% | $7,244-86.5% | $14,365-93.2% |