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 | $143,969+62.1% | $199,883+16.8% | $82,637+182.4% |
| Participation rate | 97.9% | 84.1%+13.8pp | 86.8%+11.2pp | 68.1%+29.9pp |
| Annual return | 12.58% | 25.67%-13.1pp | 43.81%-31.2pp | 53.51%-40.9pp |
| Employer contribution / active EE | $8,420 | $4,632+81.8% | $6,261+34.5% | $2,552+229.9% |
| Participant deferral / active EE | $14,772 | $6,937+112.9% | $9,138+61.6% | $4,126+258.0% |
| Admin fee / account holder | $78,538 | $14,597+438.0% | $17,268+354.8% | $7,339+970.2% |