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 | $72,559 | $123,793-41.4% | $177,848-59.2% | $79,856-9.1% |
| Participation rate | 87.3% | 84.7%+2.6pp | 87.7%-0.4pp | 69.6%+17.6pp |
| Annual return | 11.52% | 22.82%-11.3pp | 48.33%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,537 | $4,095-62.5% | $5,919-74.0% | $2,471-37.8% |
| Participant deferral / active EE | $1,521 | $5,956-74.5% | $7,714-80.3% | $3,741-59.3% |
| Admin fee / account holder | $1,215 | $7,243-83.2% | $12,431-90.2% | $5,306-77.1% |