Filed December 20, 2017
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 | $212,643 | $90,607+134.7% | $79,467+167.6% | $135,380+57.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.14% | 977.74%-981.9pp | 718.30%-722.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $25,416 | $3,068+728.5% | $2,800+807.6% | $4,779+431.8% |
| Participant deferral / active EE | $6,763 | $4,050+67.0% | $3,704+82.6% | $5,609+20.6% |
| Admin fee / account holder | $96,477 | $5,895+1536.6% | $5,104+1790.2% | $10,828+791.0% |