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 | $114,852 | $167,533-31.4% | $151,645-24.3% | $134,545-14.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.98% | 7.81%-21.8pp | 3.34%-17.3pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,291 | $6,828-66.5% | $6,165-62.8% | $4,742-51.7% |
| Participant deferral / active EE | $5,986 | $8,985-33.4% | $8,363-28.4% | $6,401-6.5% |
| Admin fee / account holder | $28,727 | $13,781+108.5% | $11,614+147.4% | $11,431+151.3% |