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 | $44,541 | $123,793-64.0% | $177,848-75.0% | $79,856-44.2% |
| Participation rate | 77.2% | 84.7%-7.5pp | 87.7%-10.5pp | 69.6%+7.6pp |
| Annual return | 13.43% | 22.82%-9.4pp | 48.33%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,625 | $4,095-60.3% | $5,919-72.5% | $2,471-34.3% |
| Participant deferral / active EE | $2,728 | $5,956-54.2% | $7,714-64.6% | $3,741-27.1% |
| Admin fee / account holder | $15,774 | $7,243+117.8% | $12,431+26.9% | $5,306+197.3% |