Filed November 8, 2016
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 | $90,495 | $72,177+25.4% | $115,038-21.3% | $59,633+51.8% |
| Participation rate | 80.6% | 72.6%+8.1pp | 81.4%-0.7pp | 68.7%+12.0pp |
| Annual return | 1.05% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $6,160 | $2,841+116.8% | $4,608+33.7% | $2,203+179.7% |
| Participant deferral / active EE | $4,740 | $4,783-0.9% | $6,026-21.3% | $3,192+48.5% |
| Admin fee / account holder | $5,288 | $4,927+7.3% | $8,175-35.3% | $4,297+23.1% |