Filed December 22, 2017
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 | $189,148 | $127,387+48.5% | $115,038+64.4% | $125,389+50.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.70% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,091 | $5,166-59.5% | $4,608-54.6% | $4,866-57.0% |
| Participant deferral / active EE | $9,866 | $6,423+53.6% | $6,026+63.7% | $5,352+84.4% |
| Admin fee / account holder | $14,316 | $9,516+50.4% | $8,175+75.1% | $9,541+50.0% |