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 | $61,085 | $42,910+42.4% | $60,919+0.3% | $68,490-10.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.06% | -13.99%+1.9pp | 16.96%-29.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $4,531 | $1,978+129.0% | $2,704+67.6% | $2,597+74.5% |
| Participant deferral / active EE | $3,074 | $2,866+7.3% | $3,814-19.4% | $4,028-23.7% |
| Admin fee / account holder | $3,515 | $3,104+13.2% | $3,228+8.9% | $5,403-34.9% |