Filed January 4, 2017
Total covered: 3 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 | $78,397 | $140,592-44.2% | $123,105-36.3% | $125,389-37.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.42% | 16.80%-16.4pp | 13.22%-12.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,084 | $6,041-65.5% | $5,151-59.5% | $4,866-57.2% |
| Participant deferral / active EE | $5,440 | $6,980-22.1% | $6,229-12.7% | $5,352+1.6% |
| Admin fee / account holder | $1,111 | $11,198-90.1% | $9,014-87.7% | $9,541-88.4% |