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 | $86,993 | $123,793-29.7% | $177,848-51.1% | $79,856+8.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.57% | 22.82%-13.3pp | 48.33%-38.8pp | 31.71%-22.1pp |
| Employer contribution / active EE | $4,341 | $4,095+6.0% | $5,919-26.7% | $2,471+75.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,388 | $7,243-67.0% | $12,431-80.8% | $5,306-55.0% |