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 | $86,949+36.3% | $102,460+15.7% | $80,959+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 | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $3,546 | $2,370+49.7% | $3,025+17.2% | $2,757+28.6% |
| Participant deferral / active EE | $1,135 | $4,121-72.5% | $5,056-77.6% | $4,300-73.6% |
| Admin fee / account holder | $11,884 | $8,048+47.7% | $9,460+25.6% | $6,925+71.6% |