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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,159 | $138,385-40.6% | $184,243-55.4% | $80,925+1.5% |
| Participation rate | 84.5% | 83.9%+0.6pp | 86.8%-2.3pp | 67.7%+16.8pp |
| Annual return | 11.52% | 20.02%-8.5pp | 28.82%-17.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,595 | $4,851-46.5% | $6,427-59.6% | $2,756-5.8% |
| Participant deferral / active EE | $5,814 | $7,075-17.8% | $9,132-36.3% | $4,299+35.3% |
| Admin fee / account holder | $14,869 | $10,489+41.8% | $13,914+6.9% | $6,940+114.2% |