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 | $227,291-66.6% | $214,702-64.6% | $155,188-51.0% |
| Participation rate | 70.0% | 88.0%-18.0pp | 87.5%-17.5pp | 80.8%-10.8pp |
| Annual return | 17.98% | 60.08%-42.1pp | 54.55%-36.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,188 | $6,772-82.5% | $6,461-81.6% | $4,248-72.0% |
| Participant deferral / active EE | $4,369 | $9,582-54.4% | $9,147-52.2% | $6,531-33.1% |
| Admin fee / account holder | $1,321 | $20,413-93.5% | $19,830-93.3% | $14,480-90.9% |