Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,058 | $82,028-39.0% | $123,105-59.3% | $59,633-16.1% |
| Participation rate | 88.5% | 83.2%+5.3pp | 86.8%+1.7pp | 68.7%+19.8pp |
| Annual return | 2.11% | 5.12%-3.0pp | 13.22%-11.1pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $850 | $3,297-74.2% | $5,151-83.5% | $2,203-61.4% |
| Participant deferral / active EE | $2,673 | $4,667-42.7% | $6,229-57.1% | $3,192-16.2% |
| Admin fee / account holder | $1,530 | $5,879-74.0% | $9,014-83.0% | $4,297-64.4% |