Filed January 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,468 | $146,267-60.0% | $197,124-70.3% | $82,448-29.1% |
| Participation rate | 96.4% | 84.0%+12.4pp | 86.7%+9.7pp | 68.1%+28.4pp |
| Annual return | 14.67% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,134 | $4,723-54.8% | $6,227-65.7% | $2,551-16.4% |
| Participant deferral / active EE | $4,664 | $7,035-33.7% | $9,135-48.9% | $4,139+12.7% |
| Admin fee / account holder | $551 | $14,422-96.2% | $16,298-96.6% | $7,234-92.4% |