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 | $46,784 | $43,344+7.9% | $59,899-21.9% | $64,173-27.1% |
| Participation rate | 98.4% | 69.2%+29.2pp | 74.7%+23.7pp | 69.6%+28.8pp |
| Annual return | 22.73% | -1.55%+24.3pp | 3.46%+19.3pp | 7.63%+15.1pp |
| Employer contribution / active EE | $3,388 | $2,030+66.9% | $2,723+24.4% | $2,381+42.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,455 | $3,008-51.6% | $3,592-59.5% | $4,887-70.2% |