Filed July 10, 2017 (most recent of 3 filings on file)
Total covered: 7 employees
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Employer 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 | $99,860 | $128,603-22.3% | $197,124-49.3% | $67,986+46.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 15.41% | 23.77%-8.4pp | 44.34%-28.9pp | 31.67%-16.3pp |
| Employer contribution / active EE | $1,422 | $4,379-67.5% | $6,227-77.2% | $2,019-29.6% |
| Participant deferral / active EE | $4,545 | $6,840-33.6% | $9,135-50.2% | $3,358+35.4% |
| Admin fee / account holder | $1,288 | $3,035-57.6% | $16,298-92.1% | $3,203-59.8% |