Filed November 20, 2017
Total covered: 3 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,285 | $76,551+7.5% | $123,894-33.6% | $62,881+30.9% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | -$278 | $2,882-109.6% | $4,617-106.0% | $2,281-112.2% |
| Participant deferral / active EE | $5,551 | $4,840+14.7% | $5,984-7.2% | $3,203+73.3% |
| Admin fee / account holder | $5,856 | $4,826+21.4% | $8,357-29.9% | $4,296+36.3% |