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 | $88,202 | $46,877+88.2% | $122,354-27.9% | $70,126+25.8% |
| Participation rate | 97.8% | 58.2%+39.6pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 15.92% | 24.22%-8.3pp | 30.28%-14.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $8,054 | $1,288+525.1% | $4,051+98.8% | $2,343+243.8% |
| Participant deferral / active EE | $4,783 | $2,167+120.7% | $3,287+45.5% | $3,332+43.5% |
| Admin fee / account holder | $8,367 | $3,324+151.7% | $5,479+52.7% | $4,645+80.1% |