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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,475 | $217,432-33.6% | $185,851-22.3% | $167,553-13.8% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.2pp |
| Annual return | 7.63% | 148.43%-140.8pp | 122.11%-114.5pp | 478.89%-471.3pp |
| Employer contribution / active EE | $1,568 | $5,874-73.3% | $5,168-69.7% | $4,840-67.6% |
| Participant deferral / active EE | $3,729 | $6,357-41.3% | $5,569-33.0% | $6,343-41.2% |
| Admin fee / account holder | $117,977 | $19,820+495.2% | $16,245+626.2% | $12,316+857.9% |