Filed April 8, 2016
Total covered: 4 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 | $40,090 | $47,848-16.2% | $81,478-50.8% | $70,131-42.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 23.15% | 27.25%-4.1pp | 38.78%-15.6pp | 73.14%-50.0pp |
| Employer contribution / active EE | $5,496 | $1,527+259.9% | $2,568+114.0% | $2,342+134.6% |
| Participant deferral / active EE | $3,023 | $2,453+23.2% | $3,537-14.5% | $3,332-9.3% |
| Admin fee / account holder | $1,142 | $3,145-63.7% | $4,561-75.0% | $4,645-75.4% |