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 | $52,769 | $109,359-51.7% | $162,185-67.5% | $72,976-27.7% |
| Participation rate | 75.4% | 84.3%-8.8pp | 87.6%-12.1pp | 69.5%+5.9pp |
| Annual return | 20.65% | 25.46%-4.8pp | 115.61%-95.0pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,237 | $3,907-68.3% | $5,613-78.0% | $2,440-49.3% |
| Participant deferral / active EE | $2,115 | $5,481-61.4% | $7,297-71.0% | $3,608-41.4% |
| Admin fee / account holder | $11,462 | $7,972+43.8% | $10,844+5.7% | $5,124+123.7% |