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 | $73,550 | $73,102+0.6% | $123,553-40.5% | $56,289+30.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 15.11% | 3.01%+12.1pp | 119.21%-104.1pp | -9.96%+25.1pp |
| Employer contribution / active EE | $4,516 | $2,977+51.7% | $4,628-2.4% | $2,111+113.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $432 | $554-21.9% | $9,284-95.3% | $521-17.0% |