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 | $35,797 | $48,314-25.9% | $67,561-47.0% | $80,925-55.8% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.7%+31.2pp |
| Annual return | 15.58% | 18.28%-2.7pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,906 | $2,022+93.2% | $2,735+42.8% | $2,756+41.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,483 | $3,690-59.8% | $4,006-63.0% | $6,940-78.6% |