Filed November 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,640 | $171,867-78.7% | $149,721-75.5% | $147,586-75.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.21% | 2113.36%-2090.2pp | 1501.67%-1478.5pp | 578.59%-555.4pp |
| Employer contribution / active EE | $2,783 | $6,275-55.7% | $5,444-48.9% | $4,876-42.9% |
| Participant deferral / active EE | $5,230 | $7,270-28.1% | $6,568-20.4% | $5,439-3.8% |
| Admin fee / account holder | $911 | $13,799-93.4% | $11,282-91.9% | $10,886-91.6% |