Filed August 11, 2016
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,310 | $82,032-0.9% | $123,106-34.0% | $59,633+36.4% |
| Participation rate | 87.9% | 83.2%+4.7pp | 86.8%+1.1pp | 68.7%+19.2pp |
| Annual return | -0.63% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $4,030 | $3,297+22.2% | $5,151-21.8% | $2,203+82.9% |
| Participant deferral / active EE | $1,871 | $4,667-59.9% | $6,229-70.0% | $3,192-41.4% |
| Admin fee / account holder | $7,447 | $5,881+26.6% | $9,015-17.4% | $4,297+73.3% |