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 | $96,731+37.0% | $123,973+6.9% | $86,983+52.3% |
| Participation rate | 87.0% | 70.0%+16.9pp | 76.7%+10.3pp | 69.5%+17.4pp |
| Annual return | 10.72% | 17.33%-6.6pp | 388.13%-377.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $1,959 | $3,297-40.6% | $4,126-52.5% | $2,584-24.2% |
| Participant deferral / active EE | $8,734 | $4,152+110.3% | $5,247+66.5% | $4,194+108.2% |
| Admin fee / account holder | $120,188 | $8,722+1278.0% | $11,799+918.6% | $7,856+1429.9% |