Filed April 11, 2018
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,345 | $62,672-75.5% | $185,117-91.7% | $70,126-78.1% |
| Participation rate | 95.1% | 63.8%+31.3pp | 77.3%+17.9pp | 69.5%+25.6pp |
| Annual return | 20.07% | 40.79%-20.7pp | 40.50%-20.4pp | 73.15%-53.1pp |
| Employer contribution / active EE | $661 | $1,753-62.3% | $4,182-84.2% | $2,343-71.8% |
| Participant deferral / active EE | $1,926 | $3,272-41.1% | $5,045-61.8% | $3,332-42.2% |
| Admin fee / account holder | $1,276 | $3,932-67.6% | $8,159-84.4% | $4,645-72.5% |