Filed February 4, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,487 | $201,344+39.8% | $184,243+52.8% | $145,877+93.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.44% | 29.01%-6.6pp | 28.82%-6.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $20,287 | $7,022+188.9% | $6,427+215.7% | $4,663+335.1% |
| Participant deferral / active EE | $18,715 | $9,807+90.8% | $9,132+104.9% | $6,691+179.7% |
| Admin fee / account holder | $919 | $16,382-94.4% | $13,914-93.4% | $13,402-93.1% |