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 | $124,157 | $137,414-9.6% | $189,545-34.5% | $85,851+44.6% |
| Participation rate | 73.8% | 84.6%-10.8pp | 87.8%-14.0pp | 69.3%+4.5pp |
| Annual return | 15.28% | 38.14%-22.9pp | 555.36%-540.1pp | 318.63%-303.4pp |
| Employer contribution / active EE | $3,888 | $4,344-10.5% | $6,162-36.9% | $2,565+51.5% |
| Participant deferral / active EE | $2,729 | $6,260-56.4% | $8,220-66.8% | $3,952-30.9% |
| Admin fee / account holder | $2,439 | $8,630-71.7% | $12,049-79.8% | $6,261-61.1% |