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 | $122,089 | $53,128+129.8% | $86,581+41.0% | $70,124+74.1% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 16.48% | 27.66%-11.2pp | 965.06%-948.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $9,574 | $2,068+363.0% | $2,840+237.2% | $2,342+308.7% |
| Participant deferral / active EE | $5,438 | $2,695+101.8% | $3,609+50.7% | $3,332+63.2% |
| Admin fee / account holder | $18,574 | $3,584+418.3% | $4,904+278.8% | $4,645+299.8% |