Filed July 1, 2019
Total covered: 2 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 | $150,767 | $112,131+34.5% | $95,964+57.1% | $158,982-5.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 15.49% | 171.19%-155.7pp | 91.64%-76.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,637 | $3,199-48.8% | $2,541-35.6% | $4,763-65.6% |
| Participant deferral / active EE | $3,688 | $4,784-22.9% | $4,167-11.5% | $5,983-38.4% |
| Admin fee / account holder | $9,233 | $10,136-8.9% | $6,797+35.8% | $11,252-17.9% |