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 | $30,173 | $45,087-33.1% | $69,483-56.6% | $72,976-58.7% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.6%+23.5pp | 69.5%+28.6pp |
| Annual return | -1.00% | 22.67%-23.7pp | 28.99%-30.0pp | 81.02%-82.0pp |
| Employer contribution / active EE | $4,302 | $2,055+109.3% | $2,780+54.8% | $2,440+76.3% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $608 | $3,057-80.1% | $3,841-84.2% | $5,124-88.1% |