Filed September 29, 2015
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,570 | $171,867-56.6% | $149,721-50.2% | $147,586-49.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 21.14% | 2113.36%-2092.2pp | 1501.67%-1480.5pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,828 | $6,275-70.9% | $5,444-66.4% | $4,876-62.5% |
| Participant deferral / active EE | $2,468 | $7,270-66.0% | $6,568-62.4% | $5,439-54.6% |
| Admin fee / account holder | $1,965 | $13,799-85.8% | $11,282-82.6% | $10,886-82.0% |