Filed December 29, 2016
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $961,856 | $127,790+652.7% | $106,555+802.7% | $167,536+474.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.68% | 33.88%-26.2pp | 26.80%-19.1pp | 478.82%-471.1pp |
| Employer contribution / active EE | $34,652 | $3,428+911.0% | $2,819+1129.1% | $4,839+616.1% |
| Participant deferral / active EE | $12,325 | $5,088+142.2% | $4,399+180.2% | $6,342+94.3% |
| Admin fee / account holder | $22,450 | $11,229+99.9% | $7,408+203.1% | $12,315+82.3% |