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 | $34,714 | $123,793-72.0% | $177,848-80.5% | $79,856-56.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -14.21% | 22.82%-37.0pp | 48.33%-62.5pp | 31.71%-45.9pp |
| Employer contribution / active EE | $3,119 | $4,095-23.8% | $5,919-47.3% | $2,471+26.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,944 | $7,243-73.2% | $12,431-84.4% | $5,306-63.4% |