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 | $203,642 | $110,083+85.0% | $151,639+34.3% | $68,486+197.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -20.46% | -10.12%-10.3pp | 3.34%-23.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $8,814 | $4,470+97.2% | $6,165+43.0% | $2,597+239.4% |
| Participant deferral / active EE | $15,317 | $6,526+134.7% | $8,363+83.1% | $4,028+280.3% |
| Admin fee / account holder | $14,540 | $7,718+88.4% | $11,613+25.2% | $5,404+169.1% |