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 | $30,580 | $42,910-28.7% | $60,919-49.8% | $68,490-55.4% |
| Participation rate | 98.8% | 66.8%+32.1pp | 73.1%+25.7pp | 67.9%+30.9pp |
| Annual return | -7.56% | -13.99%+6.4pp | 16.96%-24.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $3,302 | $1,978+66.9% | $2,704+22.1% | $2,597+27.2% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $662 | $3,104-78.7% | $3,228-79.5% | $5,403-87.7% |