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 | $59,125 | $74,089-20.2% | $133,975-55.9% | $55,167+7.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.87% | 12.11%-2.2pp | 29.29%-19.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,214 | $3,064-27.7% | $5,211-57.5% | $1,963+12.8% |
| Participant deferral / active EE | $5,002 | $4,678+6.9% | $6,282-20.4% | $3,054+63.8% |
| Admin fee / account holder | $614 | $458+34.0% | $9,324-93.4% | $504+21.8% |