Filed March 24, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,966 | $39,132-49.0% | $57,196-65.1% | $62,881-68.2% |
| Participation rate | 98.2% | 70.5%+27.8pp | 75.3%+22.9pp | 69.3%+28.9pp |
| Annual return | -2.25% | 9.24%-11.5pp | 14.59%-16.8pp | 20.14%-22.4pp |
| Employer contribution / active EE | $2,886 | $1,874+54.0% | $2,683+7.6% | $2,281+26.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $437 | $2,594-83.2% | $3,141-86.1% | $4,296-89.8% |