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 | $142,972-9.3% | $214,702-39.6% | $86,983+49.1% |
| Participation rate | 80.2% | 84.9%-4.6pp | 87.5%-7.2pp | 69.5%+10.7pp |
| Annual return | 14.27% | 18.49%-4.2pp | 54.55%-40.3pp | 25.83%-11.6pp |
| Employer contribution / active EE | $3,807 | $4,635-17.9% | $6,461-41.1% | $2,584+47.3% |
| Participant deferral / active EE | $2,944 | $6,568-55.2% | $9,147-67.8% | $4,194-29.8% |
| Admin fee / account holder | $9,276 | $17,617-47.3% | $19,830-53.2% | $7,856+18.1% |