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 | $133,187 | $80,983+64.5% | $96,544+38.0% | $75,177+77.2% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+14.9pp |
| Annual return | 18.31% | 27.05%-8.7pp | 25.88%-7.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,670 | $2,282-26.8% | $2,966-43.7% | $2,671-37.5% |
| Participant deferral / active EE | $5,325 | $3,929+35.5% | $4,851+9.8% | $4,126+29.0% |
| Admin fee / account holder | $3,167 | $6,717-52.8% | $8,254-61.6% | $5,651-44.0% |