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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,055 | $82,028-67.0% | $123,105-78.0% | $59,633-54.6% |
| Participation rate | 92.0% | 83.2%+8.8pp | 86.8%+5.2pp | 68.7%+23.3pp |
| Annual return | -4.12% | 5.12%-9.2pp | 13.22%-17.3pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $1,329 | $3,297-59.7% | $5,151-74.2% | $2,203-39.7% |
| Participant deferral / active EE | $2,280 | $4,667-51.2% | $6,229-63.4% | $3,192-28.6% |
| Admin fee / account holder | $514 | $5,879-91.3% | $9,014-94.3% | $4,297-88.0% |