Filed October 1, 2016 (most recent of 3 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,233 | $100,060-68.8% | $149,721-79.1% | $70,126-55.5% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 13.86% | 27.46%-13.6pp | 1501.67%-1487.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,164 | $3,661-68.2% | $5,444-78.6% | $2,343-50.3% |
| Participant deferral / active EE | $2,507 | $4,982-49.7% | $6,568-61.8% | $3,332-24.7% |
| Admin fee / account holder | $1,725 | $8,285-79.2% | $11,282-84.7% | $4,645-62.9% |