Filed November 4, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $129,726 | $145,431-10.8% | $211,142-38.6% | $87,485+48.3% |
| Participation rate | 80.2% | 84.7%-4.5pp | 87.3%-7.1pp | 68.9%+11.3pp |
| Annual return | 14.27% | 27.21%-12.9pp | 46.84%-32.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,807 | $4,662-18.3% | $6,442-40.9% | $2,596+46.6% |
| Participant deferral / active EE | $2,944 | $6,859-57.1% | $9,284-68.3% | $4,274-31.1% |
| Admin fee / account holder | $9,276 | $17,052-45.6% | $19,076-51.4% | $7,775+19.3% |