Filed February 5, 2015 (most recent of 3 filings on file)
Total covered: 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,146 | $87,834-29.2% | $133,975-53.6% | $62,881-1.2% |
| Participation rate | 83.7% | 83.4%+0.3pp | 87.1%-3.3pp | 69.3%+14.4pp |
| Annual return | 5.47% | 12.05%-6.6pp | 29.29%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,540 | $3,482+1.7% | $5,211-32.1% | $2,281+55.2% |
| Participant deferral / active EE | $1,464 | $4,812-69.6% | $6,282-76.7% | $3,203-54.3% |
| Admin fee / account holder | $9,049 | $5,372+68.4% | $9,324-3.0% | $4,296+110.7% |