Filed July 13, 2018
Total covered: 4 employees
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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 | $92,820 | $100,060-7.2% | $149,721-38.0% | $70,126+32.4% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.1%+11.0pp | 69.5%+28.6pp |
| Annual return | 12.21% | 27.46%-15.2pp | 1501.67%-1489.5pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,182 | $3,661-40.4% | $5,444-59.9% | $2,343-6.9% |
| Participant deferral / active EE | $5,002 | $4,982+0.4% | $6,568-23.8% | $3,332+50.1% |
| Admin fee / account holder | $2,138 | $8,285-74.2% | $11,282-81.1% | $4,645-54.0% |