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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,696 | $49,249-31.6% | $70,476-52.2% | $79,852-57.8% |
| Participation rate | 70.7% | 69.2%+1.5pp | 75.1%-4.4pp | 69.6%+1.0pp |
| Annual return | 3.29% | 30.09%-26.8pp | 109.12%-105.8pp | 31.72%-28.4pp |
| Employer contribution / active EE | $1,904 | $2,100-9.3% | $2,738-30.4% | $2,471-22.9% |
| Participant deferral / active EE | $3,357 | $2,769+21.3% | $3,710-9.5% | $3,740-10.2% |
| Admin fee / account holder | $1,069 | $2,878-62.8% | $3,847-72.2% | $5,306-79.8% |