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 | $212,163 | $95,406+122.4% | $185,849+14.2% | $85,847+147.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.39% | 23.59%-10.2pp | 122.10%-108.7pp | 318.61%-305.2pp |
| Employer contribution / active EE | $4,626 | $3,314+39.6% | $5,169-10.5% | $2,565+80.3% |
| Participant deferral / active EE | $4,378 | $3,424+27.9% | $5,569-21.4% | $3,952+10.8% |
| Admin fee / account holder | $5,587 | $7,214-22.6% | $16,244-65.6% | $6,261-10.8% |