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 | $58,428 | $45,087+29.6% | $69,483-15.9% | $72,976-19.9% |
| Participation rate | 99.0% | 68.5%+30.5pp | 74.6%+24.4pp | 69.5%+29.5pp |
| Annual return | 11.55% | 22.67%-11.1pp | 28.99%-17.4pp | 81.02%-69.5pp |
| Employer contribution / active EE | $3,669 | $2,055+78.5% | $2,780+32.0% | $2,440+50.4% |
| Participant deferral / active EE | $3,543 | $2,603+36.1% | $3,537+0.2% | $3,608-1.8% |
| Admin fee / account holder | $382 | $3,057-87.5% | $3,841-90.1% | $5,124-92.5% |