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 | $94,768 | $143,969-34.2% | $199,883-52.6% | $82,637+14.7% |
| Participation rate | 85.0% | 84.1%+0.9pp | 86.8%-1.8pp | 68.1%+16.9pp |
| Annual return | 16.34% | 25.67%-9.3pp | 43.81%-27.5pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,395 | $4,632-48.3% | $6,261-61.7% | $2,552-6.1% |
| Participant deferral / active EE | $4,930 | $6,937-28.9% | $9,138-46.1% | $4,126+19.5% |
| Admin fee / account holder | $10,907 | $14,597-25.3% | $17,268-36.8% | $7,339+48.6% |