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 | $75,322 | $109,359-31.1% | $162,185-53.6% | $72,976+3.2% |
| Participation rate | 81.6% | 84.3%-2.6pp | 87.6%-5.9pp | 69.5%+12.1pp |
| Annual return | 19.24% | 25.46%-6.2pp | 115.61%-96.4pp | 81.02%-61.8pp |
| Employer contribution / active EE | $3,493 | $3,907-10.6% | $5,613-37.8% | $2,440+43.1% |
| Participant deferral / active EE | $1,584 | $5,481-71.1% | $7,297-78.3% | $3,608-56.1% |
| Admin fee / account holder | $4,524 | $7,972-43.2% | $10,844-58.3% | $5,124-11.7% |