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 | $99,785 | $110,083-9.4% | $151,639-34.2% | $68,486+45.7% |
| Participation rate | 90.9% | 84.0%+7.0pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -17.79% | -10.12%-7.7pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,137 | $4,470-7.4% | $6,165-32.9% | $2,597+59.3% |
| Participant deferral / active EE | $8,511 | $6,526+30.4% | $8,363+1.8% | $4,028+111.3% |
| Admin fee / account holder | $3,547 | $7,718-54.0% | $11,613-69.5% | $5,404-34.4% |