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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,518 | $94,529-38.1% | $140,019-58.2% | $64,173-8.8% |
| Participation rate | 86.0% | 84.1%+1.9pp | 87.5%-1.5pp | 69.6%+16.4pp |
| Annual return | -6.57% | 7.77%-14.3pp | 651.17%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,257 | $3,812-14.6% | $5,605-41.9% | $2,381+36.8% |
| Participant deferral / active EE | $1,536 | $5,250-70.7% | $6,927-77.8% | $3,470-55.7% |
| Admin fee / account holder | $4,858 | $6,741-27.9% | $10,705-54.6% | $4,887-0.6% |