Filed July 7, 2016
Total covered: 2 employees
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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 | $54,455 | $47,479+14.7% | $62,929-13.5% | $82,448-34.0% |
| Participation rate | 73.6% | 66.9%+6.7pp | 73.1%+0.5pp | 68.1%+5.5pp |
| Annual return | 12.15% | 20.34%-8.2pp | 1063.93%-1051.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,464 | $1,885+30.7% | $2,505-1.6% | $2,551-3.4% |
| Participant deferral / active EE | $4,418 | $2,870+53.9% | $3,888+13.6% | $4,139+6.7% |
| Admin fee / account holder | $8,496 | $3,804+123.4% | $5,065+67.8% | $7,234+17.4% |