Filed January 15, 2015 (most recent of 2 filings on file)
Total covered: 6 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 | $156,937 | $212,386-26.1% | $199,883-21.5% | $138,895+13.0% |
| Participation rate | 93.8% | 87.4%+6.4pp | 86.8%+7.0pp | 79.9%+13.8pp |
| Annual return | 5.54% | 47.75%-42.2pp | 43.81%-38.3pp | 145.39%-139.9pp |
| Employer contribution / active EE | $14,551 | $6,625+119.7% | $6,261+132.4% | $4,194+246.9% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,991 | $18,233-45.2% | $17,268-42.1% | $12,562-20.5% |