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 | $35,734 | $125,797-71.6% | $170,057-79.0% | $75,177-52.5% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.0%-4.1pp | 67.2%+15.7pp |
| Annual return | 15.47% | 27.20%-11.7pp | 53.42%-37.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $2,568 | $4,616-44.4% | $6,790-62.2% | $2,671-3.9% |
| Participant deferral / active EE | $3,318 | $6,838-51.5% | $10,411-68.1% | $4,126-19.6% |
| Admin fee / account holder | $852 | $8,177-89.6% | $12,826-93.4% | $5,651-84.9% |