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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,328 | $77,920-64.9% | $149,723-81.7% | $75,177-63.6% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 13.14% | 31.72%-18.6pp | 134.50%-121.4pp | 160.75%-147.6pp |
| Employer contribution / active EE | $2,870 | $3,138-8.5% | $4,821-40.5% | $2,671+7.5% |
| Participant deferral / active EE | $5,238 | $3,411+53.5% | $5,682-7.8% | $4,126+26.9% |
| Admin fee / account holder | $4,908 | $5,951-17.5% | $13,215-62.9% | $5,651-13.2% |