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 | $107,460 | $77,638+38.4% | $156,551-31.4% | $62,881+70.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.49% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,843 | $3,444+11.6% | $5,501-30.1% | $2,281+68.5% |
| Participant deferral / active EE | $3,277 | $3,046+7.6% | $4,871-32.7% | $3,203+2.3% |
| Admin fee / account holder | $3,713 | $5,561-33.2% | $13,028-71.5% | $4,296-13.6% |