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 | $128,543 | $75,962+69.2% | $154,108-16.6% | $64,173+100.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.72% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,152 | $3,350+23.9% | $5,298-21.6% | $2,381+74.4% |
| Participant deferral / active EE | $3,724 | $3,175+17.3% | $5,081-26.7% | $3,470+7.3% |
| Admin fee / account holder | $1,619 | $5,589-71.0% | $13,411-87.9% | $4,887-66.9% |