Filed March 11, 2019 (most recent of 3 filings on file)
Total covered: 4 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 | $114,264 | $45,152+153.1% | $73,845+54.7% | $59,632+91.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.03% | 27.40%-27.4pp | 2267.91%-2267.9pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $9,449 | $1,902+396.9% | $2,788+239.0% | $2,203+329.0% |
| Participant deferral / active EE | $5,067 | $2,574+96.9% | $3,583+41.4% | $3,192+58.8% |
| Admin fee / account holder | $7,604 | $3,516+116.3% | $4,881+55.8% | $4,297+77.0% |