Filed March 23, 2020
Total covered: 9 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,005 | $102,382+90.5% | $147,005+32.7% | $80,874+141.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -7.18% | 134.89%-142.1pp | 418.76%-425.9pp | 35.62%-42.8pp |
| Employer contribution / active EE | $12,468 | $3,715+235.6% | $4,934+152.7% | $2,756+352.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,010 | $7,942-36.9% | $13,006-61.5% | $6,935-27.8% |