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 | $70,502 | $209,888-66.4% | $189,545-62.8% | $167,553-57.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.31% | 748.66%-728.4pp | 555.36%-535.1pp | 478.89%-458.6pp |
| Employer contribution / active EE | $1,377 | $6,915-80.1% | $6,162-77.7% | $4,840-71.6% |
| Participant deferral / active EE | $4,215 | $8,934-52.8% | $8,220-48.7% | $6,343-33.6% |
| Admin fee / account holder | $6,402 | $14,300-55.2% | $12,049-46.9% | $12,316-48.0% |