Filed December 21, 2015
Total covered: 5 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 | $51,133 | $43,730+16.9% | $121,208-57.8% | $64,181-20.3% |
| Participation rate | 91.1% | 58.3%+32.8pp | 71.8%+19.4pp | 69.6%+21.5pp |
| Annual return | -8.06% | 68.94%-77.0pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,632 | $1,297+102.9% | $4,023-34.6% | $2,381+10.5% |
| Participant deferral / active EE | $4,939 | $2,281+116.5% | $3,345+47.6% | $3,470+42.3% |
| Admin fee / account holder | $1,894 | $3,502-45.9% | $5,020-62.3% | $4,887-61.2% |