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 | $74,813 | $125,797-40.5% | $170,057-56.0% | $75,177-0.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 11.68% | 27.20%-15.5pp | 53.42%-41.7pp | 160.75%-149.1pp |
| Employer contribution / active EE | $2,761 | $4,616-40.2% | $6,790-59.3% | $2,671+3.4% |
| Participant deferral / active EE | $7,357 | $6,838+7.6% | $10,411-29.3% | $4,126+78.3% |
| Admin fee / account holder | $2,832 | $8,177-65.4% | $12,826-77.9% | $5,651-49.9% |