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 | $80,344 | $53,777+49.4% | $134,155-40.1% | $79,858+0.6% |
| Participation rate | 95.0% | 58.8%+36.2pp | 72.2%+22.8pp | 69.6%+25.4pp |
| Annual return | 18.26% | 19.01%-0.7pp | 36.34%-18.1pp | 31.72%-13.5pp |
| Employer contribution / active EE | $3,453 | $1,321+161.3% | $3,705-6.8% | $2,471+39.7% |
| Participant deferral / active EE | $5,568 | $2,420+130.1% | $3,500+59.1% | $3,740+48.9% |
| Admin fee / account holder | $1,741 | $3,984-56.3% | $6,685-74.0% | $5,306-67.2% |