Filed April 5, 2018 (most recent of 2 filings on file)
Total covered: 10 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 | $90,615 | $63,346+43.0% | $92,240-1.8% | $70,126+29.2% |
| Participation rate | 70.9% | 68.7%+2.2pp | 76.5%-5.6pp | 69.5%+1.4pp |
| Annual return | -9.42% | 530.19%-539.6pp | 176.29%-185.7pp | 73.15%-82.6pp |
| Employer contribution / active EE | $2,355 | $2,471-4.7% | $3,680-36.0% | $2,343+0.5% |
| Participant deferral / active EE | $4,844 | $2,854+69.7% | $3,897+24.3% | $3,332+45.4% |
| Admin fee / account holder | $2,981 | $3,841-22.4% | $5,194-42.6% | $4,645-35.8% |