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 | $63,873 | $80,753-20.9% | $136,298-53.1% | $62,293+2.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.20% | 35.83%-11.6pp | 5156.27%-5132.1pp | 28.90%-4.7pp |
| Employer contribution / active EE | $1,926 | $2,884-33.2% | $4,696-59.0% | $2,042-5.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2,227 | $525+323.9% | $9,244-75.9% | $479+364.6% |