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 | $29,168 | $217,432-86.6% | $185,851-84.3% | $167,553-82.6% |
| Participation rate | 94.4% | 86.1%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 35.67% | 148.43%-112.8pp | 122.11%-86.4pp | 478.89%-443.2pp |
| Employer contribution / active EE | $2,326 | $5,874-60.4% | $5,168-55.0% | $4,840-51.9% |
| Participant deferral / active EE | $4,419 | $6,357-30.5% | $5,569-20.6% | $6,343-30.3% |
| Admin fee / account holder | $765 | $19,820-96.1% | $16,245-95.3% | $12,316-93.8% |