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 | $36,680 | $46,534-21.2% | $64,097-42.8% | $75,177-51.2% |
| Participation rate | 98.7% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | -0.11% | 26.07%-26.2pp | 33.75%-33.9pp | 160.75%-160.9pp |
| Employer contribution / active EE | $3,688 | $1,976+86.7% | $2,750+34.1% | $2,671+38.1% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,687 | $2,957-42.9% | $3,070-45.0% | $5,651-70.1% |