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 | $150,765 | $146,267+3.1% | $197,124-23.5% | $82,448+82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.23% | 29.61%-12.4pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,775 | $4,723+1.1% | $6,227-23.3% | $2,551+87.2% |
| Participant deferral / active EE | $9,081 | $7,035+29.1% | $9,135-0.6% | $4,139+119.4% |
| Admin fee / account holder | $3,360 | $14,422-76.7% | $16,298-79.4% | $7,234-53.6% |