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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,326 | $94,529-46.8% | $140,019-64.1% | $64,173-21.6% |
| Participation rate | 77.6% | 84.1%-6.5pp | 87.5%-9.9pp | 69.6%+8.0pp |
| Annual return | -7.62% | 7.77%-15.4pp | 651.17%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,239 | $3,812-67.5% | $5,605-77.9% | $2,381-48.0% |
| Participant deferral / active EE | $2,348 | $5,250-55.3% | $6,927-66.1% | $3,470-32.3% |
| Admin fee / account holder | $3,737 | $6,741-44.6% | $10,705-65.1% | $4,887-23.5% |