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 | $36,425 | $109,359-66.7% | $162,177-77.5% | $72,975-50.1% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 14.44% | 25.46%-11.0pp | 115.60%-101.2pp | 81.01%-66.6pp |
| Employer contribution / active EE | $1,467 | $3,907-62.5% | $5,613-73.9% | $2,440-39.9% |
| Participant deferral / active EE | $2,586 | $5,481-52.8% | $7,297-64.6% | $3,608-28.3% |
| Admin fee / account holder | $707 | $7,972-91.1% | $10,843-93.5% | $5,124-86.2% |