Filed June 28, 2018
Total covered: 23 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,989 | $209,336-63.7% | $197,124-61.5% | $137,256-44.6% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 17.98% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,188 | $6,591-82.0% | $6,227-80.9% | $4,156-71.4% |
| Participant deferral / active EE | $4,369 | $9,614-54.6% | $9,135-52.2% | $6,407-31.8% |
| Admin fee / account holder | $1,321 | $17,308-92.4% | $16,298-91.9% | $12,270-89.2% |