Filed December 12, 2019
Total covered: 2 employees
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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 | $72,820 | $102,595-29.0% | $94,057-22.6% | $154,746-52.9% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 15.11% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,240 | $3,147-60.6% | $2,933-57.7% | $4,379-71.7% |
| Participant deferral / active EE | $6,020 | $5,118+17.6% | $4,709+27.8% | $6,730-10.6% |
| Admin fee / account holder | $457 | $7,736-94.1% | $7,244-93.7% | $14,365-96.8% |