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 | $70,729 | $125,797-43.8% | $170,057-58.4% | $75,177-5.9% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 16.97% | 27.20%-10.2pp | 53.42%-36.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,670 | $4,616-42.2% | $6,790-60.7% | $2,6710% |
| Participant deferral / active EE | $2,286 | $6,838-66.6% | $10,411-78.0% | $4,126-44.6% |
| Admin fee / account holder | $2,757 | $8,177-66.3% | $12,826-78.5% | $5,651-51.2% |