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 | $101,679 | $123,793-17.9% | $177,848-42.8% | $79,856+27.3% |
| Participation rate | 82.6% | 84.7%-2.1pp | 87.7%-5.2pp | 69.6%+12.9pp |
| Annual return | 17.88% | 22.82%-4.9pp | 48.33%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,031 | $4,095-1.6% | $5,919-31.9% | $2,471+63.1% |
| Participant deferral / active EE | $2,614 | $5,956-56.1% | $7,714-66.1% | $3,741-30.1% |
| Admin fee / account holder | $2,811 | $7,243-61.2% | $12,431-77.4% | $5,306-47.0% |