Filed February 6, 2020
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,053 | $81,358-75.4% | $155,556-87.1% | $80,959-75.2% |
| Participation rate | 93.1% | 66.3%+26.8pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 13.58% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,679 | $3,106-45.9% | $4,675-64.1% | $2,757-39.1% |
| Participant deferral / active EE | $5,000 | $3,455+44.7% | $5,631-11.2% | $4,300+16.3% |
| Admin fee / account holder | $890 | $7,994-88.9% | $15,885-94.4% | $6,925-87.2% |