Filed May 6, 2019
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,963 | $40,275-20.6% | $57,356-44.3% | $59,633-46.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 106.25% | 27.52%+78.7pp | 24.41%+81.8pp | 2041.45%-1935.2pp |
| Employer contribution / active EE | $2,950 | $1,921+53.5% | $2,689+9.7% | $2,203+33.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $982 | $2,820-65.2% | $3,357-70.7% | $4,297-77.1% |