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 | $65,368 | $100,060-34.7% | $149,721-56.3% | $70,126-6.8% |
| Participation rate | 81.6% | 83.6%-1.9pp | 87.1%-5.4pp | 69.5%+12.1pp |
| Annual return | 12.46% | 27.46%-15.0pp | 1501.67%-1489.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $3,647 | $3,661-0.4% | $5,444-33.0% | $2,343+55.7% |
| Participant deferral / active EE | $1,392 | $4,982-72.1% | $6,568-78.8% | $3,332-58.2% |
| Admin fee / account holder | $4,206 | $8,285-49.2% | $11,282-62.7% | $4,645-9.5% |