Filed December 18, 2018
Total covered: 2 employees
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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 | $56,363 | $60,349-6.6% | $74,184-24.0% | $62,881-10.4% |
| Participation rate | 84.2% | 72.7%+11.5pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | 5.04% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $678 | $1,680-59.6% | $2,370-71.4% | $2,281-70.3% |
| Participant deferral / active EE | $3,498 | $2,856+22.5% | $3,550-1.5% | $3,203+9.2% |
| Admin fee / account holder | $15,639 | $4,261+267.0% | $5,586+180.0% | $4,296+264.1% |