Filed January 15, 2015 (most recent of 2 filings on file)
Total covered: 6 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $191,923 | $153,774+24.8% | $133,981+43.2% | $273,968-29.9% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 3.52% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-37.9pp |
| Employer contribution / active EE | $7,385 | $6,029+22.5% | $5,211+41.7% | $4,869+51.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,150 | $11,765+20.3% | $9,324+51.8% | $10,132+39.7% |