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 | $113,795 | $72,492+57.0% | $87,102+30.6% | $72,983+55.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.84% | 24.46%-9.6pp | 28.19%-13.3pp | 81.01%-66.2pp |
| Employer contribution / active EE | $4,567 | $1,894+141.1% | $2,521+81.1% | $2,440+87.2% |
| Participant deferral / active EE | $1,271 | $3,270-61.1% | $4,048-68.6% | $3,608-64.8% |
| Admin fee / account holder | $7,203 | $5,055+42.5% | $7,491-3.8% | $5,124+40.6% |