Filed March 31, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,025 | $138,393-71.1% | $184,256-78.3% | $80,959-50.6% |
| Participation rate | 81.4% | 83.9%-2.5pp | 86.8%-5.4pp | 67.7%+13.7pp |
| Annual return | 11.21% | 20.01%-8.8pp | 28.85%-17.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,540 | $4,847-47.6% | $6,427-60.5% | $2,757-7.9% |
| Participant deferral / active EE | $3,410 | $7,076-51.8% | $9,133-62.7% | $4,300-20.7% |
| Admin fee / account holder | $1,675 | $10,489-84.0% | $13,899-87.9% | $6,925-75.8% |