Filed July 8, 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.)
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 | $6,806 | $63,346-89.3% | $92,239-92.6% | $70,124-90.3% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 18.89% | 530.19%-511.3pp | 176.29%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,263 | $2,471-48.9% | $3,680-65.7% | $2,342-46.1% |
| Participant deferral / active EE | $1,313 | $2,854-54.0% | $3,897-66.3% | $3,332-60.6% |
| Admin fee / account holder | $716 | $3,841-81.4% | $5,194-86.2% | $4,645-84.6% |