Filed February 27, 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 | $122,023 | $168,636-27.6% | $147,618-17.3% | $125,388-2.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.84% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,775 | $6,252-71.6% | $5,565-68.1% | $4,866-63.5% |
| Participant deferral / active EE | $6,317 | $5,507+14.7% | $4,895+29.0% | $5,352+18.0% |
| Admin fee / account holder | $5,887 | $13,580-56.7% | $11,612-49.3% | $9,541-38.3% |