Filed March 31, 2018
Total covered: 4 employees
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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,607 | $137,414-73.4% | $189,537-80.7% | $85,847-57.4% |
| Participation rate | 71.4% | 84.6%-13.2pp | 87.8%-16.4pp | 69.3%+2.1pp |
| Annual return | 9.18% | 38.14%-29.0pp | 555.34%-546.2pp | 318.61%-309.4pp |
| Employer contribution / active EE | $1,754 | $4,344-59.6% | $6,161-71.5% | $2,565-31.6% |
| Participant deferral / active EE | $2,327 | $6,260-62.8% | $8,220-71.7% | $3,952-41.1% |
| Admin fee / account holder | $1,671 | $8,630-80.6% | $12,048-86.1% | $6,261-73.3% |