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% | $184,243+226.7% | $80,925+643.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.58% | 20.02%-11.4pp | 28.82%-20.2pp | 35.65%-27.1pp |
| Employer contribution / active EE | $11,701 | $4,851+141.2% | $6,427+82.1% | $2,756+324.5% |
| Participant deferral / active EE | $7,205 | $7,075+1.8% | $9,132-21.1% | $4,299+67.6% |
| Admin fee / account holder | $66,883 | $10,489+537.7% | $13,914+380.7% | $6,940+863.7% |