Filed February 11, 2020 (most recent of 11 filings on file)
Total covered: 10 employees
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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 | $70,698 | $82,028-13.8% | $123,105-42.6% | $59,633+18.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.52% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $6,694 | $3,297+103.1% | $5,151+30.0% | $2,203+203.9% |
| Participant deferral / active EE | $5,724 | $4,667+22.7% | $6,229-8.1% | $3,192+79.4% |
| Admin fee / account holder | $10,153 | $5,879+72.7% | $9,014+12.6% | $4,297+136.3% |