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 | $59,137 | $49,255+20.1% | $70,494-16.1% | $79,856-25.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.59% | 30.10%-19.5pp | 109.16%-98.6pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,646 | $2,100+73.6% | $2,738+33.2% | $2,471+47.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,438 | $2,879-15.3% | $3,848-36.6% | $5,306-54.1% |