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 | $23,700 | $39,132-39.4% | $57,196-58.6% | $62,881-62.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -1.76% | 9.24%-11.0pp | 14.59%-16.4pp | 20.14%-21.9pp |
| Employer contribution / active EE | $3,570 | $1,874+90.5% | $2,683+33.1% | $2,281+56.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,116 | $2,594-57.0% | $3,141-64.4% | $4,296-74.0% |