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 | $70,366+199.6% | $66,674+216.2% | $138,895+51.8% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 19.01% | 386.41%-367.4pp | 321.24%-302.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,925 | $2,765+42.0% | $2,620+49.8% | $4,194-6.4% |
| Participant deferral / active EE | $14,267 | $4,374+226.2% | $4,084+249.3% | $6,396+123.1% |
| Admin fee / account holder | $979 | $5,262-81.4% | $5,098-80.8% | $12,562-92.2% |