Filed December 20, 2018 (most recent of 4 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,158 | $137,414+123.5% | $189,537+62.1% | $85,847+257.8% |
| Participation rate | 84.3% | 84.6%-0.3pp | 87.8%-3.5pp | 69.3%+15.0pp |
| Annual return | 10.35% | 38.14%-27.8pp | 555.34%-545.0pp | 318.61%-308.3pp |
| Employer contribution / active EE | $12,047 | $4,344+177.3% | $6,161+95.5% | $2,565+369.6% |
| Participant deferral / active EE | $9,339 | $6,260+49.2% | $8,220+13.6% | $3,952+136.3% |
| Admin fee / account holder | $33,213 | $8,630+284.9% | $12,048+175.7% | $6,261+430.5% |