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 | $90,738 | $71,872+26.2% | $86,691+4.7% | $68,495+32.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.86% | 3.53%-14.4pp | 35.94%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,083 | $2,173+133.9% | $2,837+79.2% | $2,596+95.8% |
| Participant deferral / active EE | $1,137 | $3,779-69.9% | $4,656-75.6% | $4,028-71.8% |
| Admin fee / account holder | $23,246 | $6,112+280.3% | $7,492+210.3% | $5,403+330.2% |