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 | $199,025 | $93,617+112.6% | $135,982+46.4% | $75,177+164.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -16.65% | 30.89%-47.5pp | 68.32%-85.0pp | 160.75%-177.4pp |
| Employer contribution / active EE | $12,498 | $3,538+253.2% | $4,859+157.2% | $2,671+367.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,909 | $6,980-29.7% | $10,767-54.4% | $5,651-13.1% |