Filed January 17, 2018
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,504 | $180,466-88.6% | $154,114-86.7% | $135,382-84.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -20.25% | 888.15%-908.4pp | 735.16%-755.4pp | 519.77%-540.0pp |
| Employer contribution / active EE | $6,805 | $6,035+12.8% | $5,298+28.5% | $4,779+42.4% |
| Participant deferral / active EE | $6,594 | $5,806+13.6% | $5,081+29.8% | $5,609+17.6% |
| Admin fee / account holder | $628 | $16,144-96.1% | $13,411-95.3% | $10,829-94.2% |