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 | $137,672 | $58,726+134.4% | $142,898-3.7% | $85,851+60.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 17.55% | 27.73%-10.2pp | 5639.64%-5622.1pp | 318.63%-301.1pp |
| Employer contribution / active EE | $14,912 | $1,424+947.5% | $4,146+259.7% | $2,565+481.3% |
| Participant deferral / active EE | $6,628 | $2,609+154.1% | $3,838+72.7% | $3,952+67.7% |
| Admin fee / account holder | $2,456 | $4,234-42.0% | $6,560-62.6% | $6,261-60.8% |