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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,987 | $109,359-28.7% | $162,185-51.9% | $72,976+6.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.27% | 25.46%-5.2pp | 115.61%-95.3pp | 81.02%-60.7pp |
| Employer contribution / active EE | $6,908 | $3,907+76.8% | $5,613+23.1% | $2,440+183.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,866 | $7,972-76.6% | $10,844-82.8% | $5,124-63.6% |