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 | $158,887 | $175,259-9.3% | $149,723+6.1% | $139,487+13.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.28% | 166.82%-149.5pp | 134.50%-117.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,416 | $5,478-37.6% | $4,821-29.1% | $4,755-28.1% |
| Participant deferral / active EE | $5,787 | $6,522-11.3% | $5,682+1.8% | $6,713-13.8% |
| Admin fee / account holder | $352 | $16,158-97.8% | $13,215-97.3% | $11,407-96.9% |