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 | $37,770 | $42,910-12.0% | $60,919-38.0% | $68,490-44.9% |
| Participation rate | 98.7% | 66.8%+31.9pp | 73.1%+25.6pp | 67.9%+30.8pp |
| Annual return | -7.60% | -13.99%+6.4pp | 16.96%-24.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $3,169 | $1,978+60.2% | $2,704+17.2% | $2,597+22.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $498 | $3,104-84.0% | $3,228-84.6% | $5,403-90.8% |