Filed December 8, 2015 (most recent of 2 filings on file)
Total covered: 20 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 | $81,774 | $82,028-0.3% | $123,105-33.6% | $59,633+37.1% |
| Participation rate | 94.1% | 83.2%+10.9pp | 86.8%+7.3pp | 68.7%+25.4pp |
| Annual return | -3.74% | 5.12%-8.9pp | 13.22%-17.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $8,616 | $3,297+161.4% | $5,151+67.3% | $2,203+291.2% |
| Participant deferral / active EE | $5,961 | $4,667+27.7% | $6,229-4.3% | $3,192+86.8% |
| Admin fee / account holder | $1,445 | $5,879-75.4% | $9,014-84.0% | $4,297-66.4% |