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 | $115,895 | $125,797-7.9% | $170,028-31.8% | $75,181+54.2% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 19.58% | 27.20%-7.6pp | 53.39%-33.8pp | 160.69%-141.1pp |
| Employer contribution / active EE | $6,007 | $4,616+30.1% | $6,788-11.5% | $2,671+125.0% |
| Participant deferral / active EE | $8,575 | $6,838+25.4% | $10,409-17.6% | $4,126+107.8% |
| Admin fee / account holder | $27,476 | $8,177+236.0% | $12,820+114.3% | $5,650+386.3% |