Filed September 16, 2019
Total covered: 12 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 | $233,401 | $146,267+59.6% | $197,124+18.4% | $82,448+183.1% |
| Participation rate | 97.9% | 84.0%+13.9pp | 86.7%+11.2pp | 68.1%+29.8pp |
| Annual return | 12.58% | 29.61%-17.0pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $8,420 | $4,723+78.3% | $6,227+35.2% | $2,551+230.1% |
| Participant deferral / active EE | $14,772 | $7,035+110.0% | $9,135+61.7% | $4,139+256.9% |
| Admin fee / account holder | $78,538 | $14,422+444.6% | $16,298+381.9% | $7,234+985.6% |