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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,879 | $43,344-35.7% | $59,899-53.5% | $64,173-56.6% |
| Participation rate | 98.3% | 69.2%+29.2pp | 74.7%+23.6pp | 69.6%+28.8pp |
| Annual return | 9.32% | -1.55%+10.9pp | 3.46%+5.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $3,400 | $2,030+67.5% | $2,723+24.9% | $2,381+42.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,012 | $3,008-66.4% | $3,592-71.8% | $4,887-79.3% |