Filed December 21, 2015
Total covered: 5 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 | $39,897 | $41,377-3.6% | $109,313-63.5% | $62,881-36.6% |
| Participation rate | 81.4% | 57.5%+23.9pp | 71.3%+10.1pp | 69.3%+12.1pp |
| Annual return | 6.47% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,295 | $1,276+79.8% | $3,892-41.0% | $2,281+0.6% |
| Participant deferral / active EE | $4,034 | $2,045+97.2% | $3,166+27.4% | $3,203+25.9% |
| Admin fee / account holder | $1,480 | $2,884-48.7% | $5,666-73.9% | $4,296-65.5% |