Filed May 19, 2015 (most recent of 3 filings on file)
Total covered: 10 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 | $55,298 | $82,028-32.6% | $123,105-55.1% | $59,633-7.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.10% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,161 | $3,297-34.4% | $5,151-58.0% | $2,203-1.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,155 | $5,879-46.3% | $9,014-65.0% | $4,297-26.6% |