Filed December 11, 2018 (most recent of 2 filings on file)
Total covered: 42 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 | $79,043 | $50,199+57.5% | $69,884+13.1% | $66,938+18.1% |
| Participation rate | 92.8% | 66.3%+26.4pp | 70.5%+22.3pp | 69.8%+22.9pp |
| Annual return | -16.01% | -13.85%-2.2pp | 190.81%-206.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $6,198 | $1,864+232.5% | $2,560+142.1% | $2,545+143.5% |
| Participant deferral / active EE | $8,956 | $3,112+187.8% | $3,848+132.7% | $4,238+111.3% |
| Admin fee / account holder | $6,525 | $600+988.0% | $6,266+4.1% | $594+999.4% |