Filed December 19, 2017
Total covered: 54 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $601,868 | $138,385+334.9% | $184,200+226.7% | $80,874+644.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.58% | 20.02%-11.4pp | 28.80%-20.2pp | 35.62%-27.0pp |
| Employer contribution / active EE | $11,701 | $4,849+141.3% | $6,424+82.1% | $2,756+324.6% |
| Participant deferral / active EE | $7,205 | $7,073+1.9% | $9,132-21.1% | $4,297+67.7% |
| Admin fee / account holder | $66,883 | $10,483+538.0% | $13,907+380.9% | $6,935+864.4% |