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 | $61,611 | $110,083-44.0% | $151,645-59.4% | $68,490-10.0% |
| Participation rate | 96.4% | 84.0%+12.4pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -15.58% | -10.12%-5.5pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,868 | $4,470-35.8% | $6,165-53.5% | $2,597+10.4% |
| Participant deferral / active EE | $2,332 | $6,526-64.3% | $8,363-72.1% | $4,028-42.1% |
| Admin fee / account holder | $6,763 | $7,718-12.4% | $11,614-41.8% | $5,403+25.2% |