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 | $164,367 | $85,171+93.0% | $172,753-4.9% | $72,976+125.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.35% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $4,223 | $3,324+27.0% | $5,144-17.9% | $2,440+73.1% |
| Participant deferral / active EE | $3,842 | $3,260+17.9% | $5,198-26.1% | $3,608+6.5% |
| Admin fee / account holder | $2,589 | $5,880-56.0% | $13,956-81.4% | $5,124-49.5% |