Filed March 9, 2017 (most recent of 2 filings on file)
Total covered: 10 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,209 | $123,793-3.7% | $177,848-33.0% | $79,856+49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.17% | 22.82%-8.6pp | 48.33%-34.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,379 | $4,095+6.9% | $5,919-26.0% | $2,471+77.2% |
| Participant deferral / active EE | $6,106 | $5,956+2.5% | $7,714-20.8% | $3,741+63.2% |
| Admin fee / account holder | $12,513 | $7,243+72.8% | $12,431+0.7% | $5,306+135.8% |