Filed August 23, 2019 (most recent of 2 filings on file)
Total covered: 11 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 | $56,953 | $82,028-30.6% | $123,105-53.7% | $59,633-4.5% |
| Participation rate | 76.9% | 83.2%-6.3pp | 86.8%-9.9pp | 68.7%+8.3pp |
| Annual return | -4.26% | 5.12%-9.4pp | 13.22%-17.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $2,410 | $3,297-26.9% | $5,151-53.2% | $2,203+9.4% |
| Participant deferral / active EE | $4,959 | $4,667+6.3% | $6,229-20.4% | $3,192+55.4% |
| Admin fee / account holder | $8,861 | $5,879+50.7% | $9,014-1.7% | $4,297+106.2% |