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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,854 | $167,533-67.3% | $151,645-63.8% | $134,545-59.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.51% | 7.81%-32.3pp | 3.34%-27.9pp | 418.37%-442.9pp |
| Employer contribution / active EE | $1,112 | $6,828-83.7% | $6,165-82.0% | $4,742-76.5% |
| Participant deferral / active EE | $3,292 | $8,985-63.4% | $8,363-60.6% | $6,401-48.6% |
| Admin fee / account holder | $3,768 | $13,781-72.7% | $11,614-67.6% | $11,431-67.0% |