Filed August 14, 2019 (most recent of 2 filings on file)
Total covered: 5 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 | $102,753 | $75,832+35.5% | $147,617-30.4% | $59,633+72.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.74% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $4,096 | $3,485+17.5% | $5,564-26.4% | $2,203+85.9% |
| Participant deferral / active EE | $3,926 | $3,131+25.4% | $4,895-19.8% | $3,192+23.0% |
| Admin fee / account holder | $1,948 | $5,986-67.5% | $11,612-83.2% | $4,297-54.7% |