Filed January 17, 2019
Total covered: 3 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 | $62,138 | $39,162+58.7% | $100,671-38.3% | $59,633+4.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.14% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,375 | $1,151+106.4% | $4,012-40.8% | $2,203+7.8% |
| Participant deferral / active EE | $3,397 | $1,992+70.5% | $3,144+8.1% | $3,192+6.4% |
| Admin fee / account holder | $3,118 | $2,969+5.0% | $4,850-35.7% | $4,297-27.4% |