Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,473 | $125,797-49.5% | $170,057-62.7% | $75,177-15.6% |
| Participation rate | 83.7% | 83.6%+0.1pp | 87.0%-3.3pp | 67.2%+16.5pp |
| Annual return | -11.27% | 27.20%-38.5pp | 53.42%-64.7pp | 160.75%-172.0pp |
| Employer contribution / active EE | $1,992 | $4,616-56.9% | $6,790-70.7% | $2,671-25.4% |
| Participant deferral / active EE | $2,984 | $6,838-56.4% | $10,411-71.3% | $4,126-27.7% |
| Admin fee / account holder | $6,246 | $8,177-23.6% | $12,826-51.3% | $5,651+10.5% |