Filed December 16, 2019 (most recent of 3 filings on file)
Total covered: 56 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 | $55,122 | $76,551-28.0% | $123,894-55.5% | $62,881-12.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.68% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,854 | $2,882-1.0% | $4,617-38.2% | $2,281+25.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,703 | $4,826-44.0% | $8,357-67.7% | $4,296-37.1% |