Filed April 17, 2015
Total covered: 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,494 | $92,684+194.0% | $82,706+229.5% | $134,509+102.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.30% | 945.84%-978.1pp | 701.76%-734.1pp | 418.13%-450.4pp |
| Employer contribution / active EE | $5,315 | $3,272+62.4% | $3,007+76.7% | $4,741+12.1% |
| Participant deferral / active EE | $10,686 | $4,800+122.6% | $4,394+143.2% | $6,400+67.0% |
| Admin fee / account holder | $11,782 | $5,982+97.0% | $5,329+121.1% | $11,427+3.1% |