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 | $102,422+90.4% | $147,117+32.6% | $80,959+140.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -7.18% | 135.16%-142.3pp | 420.54%-427.7pp | 35.67%-42.8pp |
| Employer contribution / active EE | $12,468 | $3,717+235.4% | $4,932+152.8% | $2,757+352.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,010 | $7,953-37.0% | $12,993-61.4% | $6,925-27.7% |