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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,608 | $110,083-66.7% | $151,645-75.9% | $68,490-46.6% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -13.61% | -10.12%-3.5pp | 3.34%-17.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,020 | $4,470-32.4% | $6,165-51.0% | $2,597+16.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,909 | $7,718-75.3% | $11,614-83.6% | $5,403-64.7% |