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 | $88,694 | $87,834+1.0% | $133,975-33.8% | $62,881+41.0% |
| Participation rate | 95.3% | 83.4%+11.9pp | 87.1%+8.2pp | 69.3%+26.0pp |
| Annual return | 5.20% | 12.05%-6.9pp | 29.29%-24.1pp | 20.14%-14.9pp |
| Employer contribution / active EE | $9,880 | $3,482+183.7% | $5,211+89.6% | $2,281+333.2% |
| Participant deferral / active EE | $6,146 | $4,812+27.7% | $6,282-2.2% | $3,203+91.9% |
| Admin fee / account holder | $5,003 | $5,372-6.9% | $9,324-46.3% | $4,296+16.5% |