Filed February 5, 2015 (most recent of 3 filings on file)
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $100,041-34.7% | $149,718-56.3% | $70,131-6.8% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.1%-5.4pp | 69.5%+12.1pp |
| Annual return | 12.46% | 27.43%-15.0pp | 1501.67%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $3,647 | $3,662-0.4% | $5,445-33.0% | $2,342+55.7% |
| Participant deferral / active EE | $1,392 | $4,983-72.1% | $6,569-78.8% | $3,332-58.2% |
| Admin fee / account holder | $4,206 | $8,286-49.2% | $11,283-62.7% | $4,645-9.5% |