Filed January 12, 2016
Total covered: 12 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 | $238,738 | $63,346+276.9% | $92,240+158.8% | $70,126+240.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.41% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $14,050 | $2,471+468.6% | $3,680+281.8% | $2,343+499.8% |
| Participant deferral / active EE | $8,897 | $2,854+211.8% | $3,897+128.3% | $3,332+167.0% |
| Admin fee / account holder | $5,539 | $3,841+44.2% | $5,194+6.6% | $4,645+19.2% |