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 | $180,800 | $91,198+98.3% | $178,503+1.3% | $79,856+126.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.79% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,341 | $3,257+33.3% | $5,011-13.4% | $2,471+75.7% |
| Participant deferral / active EE | $3,514 | $3,237+8.6% | $5,202-32.4% | $3,741-6.0% |
| Admin fee / account holder | $3,182 | $6,748-52.8% | $13,987-77.3% | $5,306-40.0% |