Filed September 29, 2015
Total covered: 2 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 | $66,266 | $184,000-64.0% | $162,185-59.1% | $152,909-56.7% |
| Participation rate | 95.5% | 88.5%+7.0pp | 87.6%+7.9pp | 82.5%+13.0pp |
| Annual return | 22.60% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,110 | $6,370-66.9% | $5,613-62.4% | $4,764-55.7% |
| Participant deferral / active EE | $2,679 | $8,033-66.6% | $7,297-63.3% | $5,851-54.2% |
| Admin fee / account holder | $18,404 | $13,124+40.2% | $10,844+69.7% | $11,601+58.6% |