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 | $119,432 | $142,972-16.5% | $214,702-44.4% | $86,983+37.3% |
| Participation rate | 91.4% | 84.9%+6.5pp | 87.5%+3.9pp | 69.5%+21.8pp |
| Annual return | 17.67% | 18.49%-0.8pp | 54.55%-36.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $2,745 | $4,635-40.8% | $6,461-57.5% | $2,584+6.2% |
| Participant deferral / active EE | $3,032 | $6,568-53.8% | $9,147-66.9% | $4,194-27.7% |
| Admin fee / account holder | $1,162 | $17,617-93.4% | $19,830-94.1% | $7,856-85.2% |