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 | $65,962 | $87,834-24.9% | $133,975-50.8% | $62,881+4.9% |
| Participation rate | 77.4% | 83.4%-6.0pp | 87.1%-9.7pp | 69.3%+8.1pp |
| Annual return | 8.00% | 12.05%-4.0pp | 29.29%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,044 | $3,482-12.6% | $5,211-41.6% | $2,281+33.4% |
| Participant deferral / active EE | $1,862 | $4,812-61.3% | $6,282-70.4% | $3,203-41.9% |
| Admin fee / account holder | $1,994 | $5,372-62.9% | $9,324-78.6% | $4,296-53.6% |