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 | $77,191 | $125,797-38.6% | $170,057-54.6% | $75,177+2.7% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 7.24% | 27.20%-20.0pp | 53.42%-46.2pp | 160.75%-153.5pp |
| Employer contribution / active EE | $7,749 | $4,616+67.9% | $6,790+14.1% | $2,671+190.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,902 | $8,177-52.3% | $12,826-69.6% | $5,651-31.0% |