Filed May 19, 2015 (most recent of 3 filings on file)
Total covered: 10 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 | $102,086 | $146,267-30.2% | $197,124-48.2% | $82,448+23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.83% | 29.61%-17.8pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $11,631 | $4,723+146.3% | $6,227+86.8% | $2,551+356.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,599 | $14,422-88.9% | $16,298-90.2% | $7,234-77.9% |