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 | $85,547 | $109,359-21.8% | $162,177-47.3% | $72,975+17.2% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 23.27% | 25.46%-2.2pp | 115.60%-92.3pp | 81.01%-57.7pp |
| Employer contribution / active EE | $4,320 | $3,907+10.6% | $5,613-23.0% | $2,440+77.0% |
| Participant deferral / active EE | $7,019 | $5,481+28.1% | $7,297-3.8% | $3,608+94.6% |
| Admin fee / account holder | $5,584 | $7,972-30.0% | $10,843-48.5% | $5,124+9.0% |