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 | $81,788 | $137,414-40.5% | $189,545-56.9% | $85,851-4.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 14.19% | 38.14%-24.0pp | 555.36%-541.2pp | 318.63%-304.4pp |
| Employer contribution / active EE | $2,842 | $4,344-34.6% | $6,162-53.9% | $2,565+10.8% |
| Participant deferral / active EE | $2,106 | $6,260-66.4% | $8,220-74.4% | $3,952-46.7% |
| Admin fee / account holder | $4,181 | $8,630-51.6% | $12,049-65.3% | $6,261-33.2% |