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.)
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 | $32,618 | $137,414-76.3% | $189,545-82.8% | $85,851-62.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.58% | 38.14%-21.6pp | 555.36%-538.8pp | 318.63%-302.1pp |
| Employer contribution / active EE | $3,224 | $4,344-25.8% | $6,162-47.7% | $2,565+25.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,471 | $8,630-82.9% | $12,049-87.8% | $6,261-76.5% |