Filed August 22, 2017 (most recent of 2 filings on file)
Total covered: 4 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 | $52,300 | $70,667-26.0% | $123,106-57.5% | $52,331-0.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 9.00% | 6.23%+2.8pp | 13.22%-4.2pp | 4.54%+4.5pp |
| Employer contribution / active EE | $2,054 | $2,946-30.3% | $5,151-60.1% | $1,882+9.2% |
| Participant deferral / active EE | $4,667 | $4,493+3.9% | $6,229-25.1% | $3,022+54.4% |
| Admin fee / account holder | $1,496 | $506+195.4% | $9,015-83.4% | $592+152.9% |