Filed May 19, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,689 | $87,834-37.7% | $133,975-59.2% | $62,881-13.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.50% | 12.05%-4.6pp | 29.29%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,329 | $3,482-33.1% | $5,211-55.3% | $2,281+2.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,012 | $5,372-81.2% | $9,324-89.1% | $4,296-76.4% |