Filed January 13, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,776 | $140,592-95.2% | $123,105-94.5% | $125,389-94.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 46.27% | 16.80%+29.5pp | 13.22%+33.1pp | 282.24%-236.0pp |
| Employer contribution / active EE | $977 | $6,041-83.8% | $5,151-81.0% | $4,866-79.9% |
| Participant deferral / active EE | $3,216 | $6,980-53.9% | $6,229-48.4% | $5,352-39.9% |
| Admin fee / account holder | $837 | $11,198-92.5% | $9,014-90.7% | $9,541-91.2% |