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 | $146,267-11.3% | $197,124-34.2% | $82,448+57.3% |
| Participation rate | 80.2% | 84.0%-3.8pp | 86.7%-6.5pp | 68.1%+12.2pp |
| Annual return | 14.27% | 29.61%-15.3pp | 44.34%-30.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,807 | $4,723-19.4% | $6,227-38.9% | $2,551+49.2% |
| Participant deferral / active EE | $2,944 | $7,035-58.1% | $9,135-67.8% | $4,139-28.9% |
| Admin fee / account holder | $9,276 | $14,422-35.7% | $16,298-43.1% | $7,234+28.2% |