Filed December 27, 2018
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,496 | $86,938+36.3% | $102,423+15.7% | $80,925+46.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.95% | 18.89%-9.9pp | 29.42%-20.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $3,546 | $2,369+49.7% | $3,023+17.3% | $2,756+28.7% |
| Participant deferral / active EE | $1,135 | $4,120-72.5% | $5,054-77.6% | $4,299-73.6% |
| Admin fee / account holder | $11,884 | $8,053+47.6% | $9,455+25.7% | $6,940+71.2% |