Filed March 14, 2020
Total covered: 11 employees
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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 | $132,495 | $88,672+49.4% | $105,223+25.9% | $82,448+60.7% |
| Participation rate | 87.0% | 67.9%+19.0pp | 75.0%+11.9pp | 68.1%+18.9pp |
| Annual return | 10.72% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,959 | $3,048-35.7% | $3,689-46.9% | $2,551-23.2% |
| Participant deferral / active EE | $8,734 | $4,036+116.4% | $5,072+72.2% | $4,139+111.0% |
| Admin fee / account holder | $120,188 | $7,146+1581.9% | $8,859+1256.7% | $7,234+1561.3% |