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 | $41,753 | $53,837-22.4% | $75,714-44.9% | $85,847-51.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 25.51% | 24.54%+1.0pp | 104.62%-79.1pp | 318.61%-293.1pp |
| Employer contribution / active EE | $4,714 | $2,017+133.7% | $2,744+71.8% | $2,565+83.8% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $700 | $3,339-79.0% | $3,619-80.7% | $6,261-88.8% |