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 | $72,071+1.0% | $68,368+6.5% | $137,256-46.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,240 | $2,788-55.5% | $2,649-53.2% | $4,156-70.2% |
| Participant deferral / active EE | $6,020 | $4,410+36.5% | $4,123+46.0% | $6,407-6.0% |
| Admin fee / account holder | $457 | $5,336-91.4% | $5,150-91.1% | $12,270-96.3% |