Filed August 9, 2017 (most recent of 4 filings on file)
Total covered: 9 employees
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Employer 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.)
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 | $36,114 | $100,060-63.9% | $149,721-75.9% | $70,126-48.5% |
| Participation rate | 72.9% | 83.6%-10.7pp | 87.1%-14.2pp | 69.5%+3.4pp |
| Annual return | 15.12% | 27.46%-12.3pp | 1501.67%-1486.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $895 | $3,661-75.6% | $5,444-83.6% | $2,343-61.8% |
| Participant deferral / active EE | $2,457 | $4,982-50.7% | $6,568-62.6% | $3,332-26.3% |
| Admin fee / account holder | $2,499 | $8,285-69.8% | $11,282-77.8% | $4,645-46.2% |