Filed October 25, 2018
Total covered: 14 employees
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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 | $12,511 | $76,371-83.6% | $93,621-86.6% | $72,976-82.9% |
| Participation rate | 79.5% | 71.8%+7.7pp | 75.8%+3.7pp | 69.5%+10.0pp |
| Annual return | 8.35% | 25.82%-17.5pp | 32.76%-24.4pp | 81.02%-72.7pp |
| Employer contribution / active EE | $1,216 | $2,276-46.6% | $2,719-55.3% | $2,440-50.2% |
| Participant deferral / active EE | $2,210 | $3,538-37.5% | $4,070-45.7% | $3,608-38.7% |
| Admin fee / account holder | $22,713 | $6,839+232.1% | $7,890+187.9% | $5,124+343.3% |