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.
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 | $20,141 | $94,529-78.7% | $140,019-85.6% | $64,173-68.6% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.1pp |
| Annual return | -9.05% | 7.77%-16.8pp | 651.17%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,312 | $3,812-39.4% | $5,605-58.8% | $2,381-2.9% |
| Participant deferral / active EE | $5,891 | $5,250+12.2% | $6,927-15.0% | $3,470+69.8% |
| Admin fee / account holder | $946 | $6,741-86.0% | $10,705-91.2% | $4,887-80.7% |