Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 3 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,897 | $93,589+271.7% | $135,942+155.9% | $75,181+362.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.82% | 30.90%-16.1pp | 68.28%-53.5pp | 160.69%-145.9pp |
| Employer contribution / active EE | $5,201 | $3,537+47.0% | $4,858+7.1% | $2,671+94.8% |
| Participant deferral / active EE | $16,179 | $6,405+152.6% | $7,759+108.5% | $4,126+292.1% |
| Admin fee / account holder | $16,204 | $6,977+132.2% | $10,764+50.5% | $5,650+186.8% |