Filed May 6, 2019
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 | $87,542 | $48,337+81.1% | $67,560+29.6% | $80,959+8.1% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.1pp |
| Annual return | 11.55% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $5,031 | $2,023+148.7% | $2,737+83.8% | $2,757+82.5% |
| Participant deferral / active EE | $7,430 | $2,928+153.7% | $4,004+85.5% | $4,300+72.8% |
| Admin fee / account holder | $6,481 | $3,695+75.4% | $3,994+62.3% | $6,925-6.4% |