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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,218 | $137,414-72.9% | $189,517-80.4% | $85,854-56.6% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 11.08% | 38.14%-27.1pp | 555.19%-544.1pp | 318.56%-307.5pp |
| Employer contribution / active EE | $1,438 | $4,344-66.9% | $6,162-76.7% | $2,565-43.9% |
| Participant deferral / active EE | $3,752 | $6,260-40.1% | $8,221-54.4% | $3,952-5.0% |
| Admin fee / account holder | $4,537 | $8,630-47.4% | $12,045-62.3% | $6,260-27.5% |