Filed November 15, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,337 | $100,060-46.7% | $149,721-64.4% | $70,126-23.9% |
| Participation rate | 77.4% | 83.6%-6.2pp | 87.1%-9.7pp | 69.5%+7.8pp |
| Annual return | 14.57% | 27.46%-12.9pp | 1501.67%-1487.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,965 | $3,661-46.3% | $5,444-63.9% | $2,343-16.1% |
| Participant deferral / active EE | $2,202 | $4,982-55.8% | $6,568-66.5% | $3,332-33.9% |
| Admin fee / account holder | $434 | $8,285-94.8% | $11,282-96.2% | $4,645-90.7% |