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 | $43,346 | $46,599-7.0% | $64,101-32.4% | $75,173-42.3% |
| Participation rate | 72.6% | 65.9%+6.7pp | 72.3%+0.3pp | 67.2%+5.4pp |
| Annual return | 12.55% | 26.06%-13.5pp | 33.72%-21.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $2,218 | $1,975+12.3% | $2,749-19.3% | $2,671-17.0% |
| Participant deferral / active EE | $4,017 | $2,837+41.6% | $3,881+3.5% | $4,126-2.6% |
| Admin fee / account holder | $2,613 | $2,956-11.6% | $3,070-14.9% | $5,651-53.8% |