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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,047 | $105,210+120.6% | $159,487+45.5% | $85,851+170.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 41.08% | 45.08%-4.0pp | 263.71%-222.6pp | 318.63%-277.6pp |
| Employer contribution / active EE | $28,945 | $3,319+772.1% | $4,831+499.1% | $2,565+1028.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,356 | $6,934-8.3% | $10,804-41.2% | $6,261+1.5% |