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 | $38,054 | $202,342-81.2% | $172,753-78.0% | $152,909-75.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.37% | 1029.88%-1012.5pp | 803.00%-785.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $2,984 | $5,857-49.1% | $5,144-42.0% | $4,764-37.4% |
| Participant deferral / active EE | $5,720 | $5,948-3.8% | $5,198+10.1% | $5,851-2.2% |
| Admin fee / account holder | $2,535 | $17,112-85.2% | $13,956-81.8% | $11,601-78.1% |