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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,125 | $46,599+95.6% | $64,101+42.2% | $75,173+21.2% |
| Participation rate | 90.2% | 65.9%+24.3pp | 72.3%+17.9pp | 67.2%+23.0pp |
| Annual return | 9.01% | 26.06%-17.0pp | 33.72%-24.7pp | 160.72%-151.7pp |
| Employer contribution / active EE | $4,176 | $1,975+111.4% | $2,749+51.9% | $2,671+56.4% |
| Participant deferral / active EE | $7,105 | $2,837+150.5% | $3,881+83.1% | $4,126+72.2% |
| Admin fee / account holder | $21,188 | $2,956+616.8% | $3,070+590.1% | $5,651+275.0% |