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 | $56,042 | $87,834-36.2% | $133,975-58.2% | $62,881-10.9% |
| Participation rate | 84.5% | 83.4%+1.1pp | 87.1%-2.5pp | 69.3%+15.2pp |
| Annual return | 10.20% | 12.05%-1.9pp | 29.29%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,051 | $3,482-69.8% | $5,211-79.8% | $2,281-53.9% |
| Participant deferral / active EE | $2,834 | $4,812-41.1% | $6,282-54.9% | $3,203-11.5% |
| Admin fee / account holder | $2,955 | $5,372-45.0% | $9,324-68.3% | $4,296-31.2% |