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 | $85,972 | $109,359-21.4% | $162,185-47.0% | $72,976+17.8% |
| Participation rate | 79.3% | 84.3%-4.9pp | 87.6%-8.2pp | 69.5%+9.8pp |
| Annual return | 22.05% | 25.46%-3.4pp | 115.61%-93.6pp | 81.02%-59.0pp |
| Employer contribution / active EE | $3,460 | $3,907-11.4% | $5,613-38.4% | $2,440+41.8% |
| Participant deferral / active EE | $2,181 | $5,481-60.2% | $7,297-70.1% | $3,608-39.6% |
| Admin fee / account holder | $3,427 | $7,972-57.0% | $10,844-68.4% | $5,124-33.1% |