Filed January 30, 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 | $111,632 | $183,539-39.2% | $155,556-28.2% | $145,897-23.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.11% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,601 | $5,315-51.1% | $4,675-44.4% | $4,663-44.2% |
| Participant deferral / active EE | $5,050 | $6,467-21.9% | $5,631-10.3% | $6,689-24.5% |
| Admin fee / account holder | $92,489 | $19,275+379.8% | $15,885+482.2% | $13,390+590.7% |