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 | $402,834 | $94,529+326.1% | $140,019+187.7% | $64,173+527.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -9.60% | 7.77%-17.4pp | 651.17%-660.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $10,844 | $3,812+184.4% | $5,605+93.5% | $2,381+355.5% |
| Participant deferral / active EE | $6,526 | $5,250+24.3% | $6,927-5.8% | $3,470+88.1% |
| Admin fee / account holder | $27,236 | $6,741+304.0% | $10,705+154.4% | $4,887+457.3% |