Filed January 13, 2016 (most recent of 4 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,852 | $100,060-10.2% | $149,721-40.0% | $70,126+28.1% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 11.57% | 27.46%-15.9pp | 1501.67%-1490.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $2,314 | $3,661-36.8% | $5,444-57.5% | $2,343-1.2% |
| Participant deferral / active EE | $5,867 | $4,982+17.8% | $6,568-10.7% | $3,332+76.1% |
| Admin fee / account holder | $7,948 | $8,285-4.1% | $11,282-29.5% | $4,645+71.1% |