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 | $69,338 | $94,529-26.6% | $140,019-50.5% | $64,173+8.0% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.0pp | 69.6%+24.0pp |
| Annual return | -3.33% | 7.77%-11.1pp | 651.15%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,580 | $3,812+20.1% | $5,605-18.3% | $2,381+92.4% |
| Participant deferral / active EE | $6,344 | $5,250+20.8% | $6,927-8.4% | $3,470+82.8% |
| Admin fee / account holder | $41,021 | $6,741+508.5% | $10,705+283.2% | $4,887+739.3% |