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 | $37,513 | $53,837-30.3% | $75,714-50.5% | $85,847-56.3% |
| Participation rate | 98.5% | 69.1%+29.5pp | 74.8%+23.7pp | 69.3%+29.2pp |
| Annual return | 27.37% | 24.54%+2.8pp | 104.62%-77.2pp | 318.61%-291.2pp |
| Employer contribution / active EE | $5,368 | $2,017+166.1% | $2,744+95.6% | $2,565+109.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $878 | $3,339-73.7% | $3,619-75.7% | $6,261-86.0% |