Filed August 14, 2019 (most recent of 2 filings on file)
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $132,981 | $84,236+57.9% | $170,435-22.0% | $70,126+89.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.58% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,883 | $3,387+14.6% | $5,432-28.5% | $2,343+65.8% |
| Participant deferral / active EE | $3,679 | $3,086+19.2% | $4,939-25.5% | $3,332+10.4% |
| Admin fee / account holder | $2,041 | $5,698-64.2% | $13,881-85.3% | $4,645-56.1% |