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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,838 | $95,453+41.3% | $112,040+20.3% | $82,448+63.5% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 14.75% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,156 | $2,318+36.2% | $2,954+6.8% | $2,551+23.7% |
| Participant deferral / active EE | $1,199 | $4,224-71.6% | $5,098-76.5% | $4,139-71.0% |
| Admin fee / account holder | $15,745 | $9,013+74.7% | $12,098+30.1% | $7,234+117.6% |