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 | $161,061 | $82,674+94.8% | $125,381+28.5% | $68,486+135.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -19.23% | -5.97%-13.3pp | 572.31%-591.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $7,630 | $3,382+125.6% | $4,815+58.4% | $2,597+193.8% |
| Participant deferral / active EE | $7,004 | $6,111+14.6% | $7,448-6.0% | $4,028+73.9% |
| Admin fee / account holder | $3,345 | $6,277-46.7% | $10,007-66.6% | $5,404-38.1% |