Filed November 18, 2020 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,837 | $45,050+26.2% | $63,018-9.8% | $70,126-18.9% |
| Participation rate | 96.7% | 69.5%+27.2pp | 74.8%+21.9pp | 69.5%+27.2pp |
| Annual return | 11.81% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $3,382 | $2,052+64.8% | $2,761+22.5% | $2,343+44.4% |
| Participant deferral / active EE | $3,076 | $2,466+24.8% | $3,330-7.6% | $3,332-7.7% |
| Admin fee / account holder | $363 | $2,834-87.2% | $3,601-89.9% | $4,645-92.2% |