Filed September 15, 2020 (most recent of 2 filings on file)
Total covered: 3 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 | $121,964 | $138,393-11.9% | $184,256-33.8% | $80,959+50.6% |
| Participation rate | 94.4% | 83.9%+10.5pp | 86.8%+7.6pp | 67.7%+26.8pp |
| Annual return | 23.12% | 20.01%+3.1pp | 28.85%-5.7pp | 35.67%-12.5pp |
| Employer contribution / active EE | $3,655 | $4,847-24.6% | $6,427-43.1% | $2,757+32.5% |
| Participant deferral / active EE | $7,781 | $7,076+10.0% | $9,133-14.8% | $4,300+80.9% |
| Admin fee / account holder | $8,688 | $10,489-17.2% | $13,899-37.5% | $6,925+25.5% |