Filed December 17, 2015 (most recent of 2 filings on file)
Total covered: 8 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,623 | $51,638+422.1% | $68,368+294.4% | $82,448+227.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.96% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $10,217 | $2,047+399.2% | $2,649+285.7% | $2,551+300.5% |
| Participant deferral / active EE | $11,239 | $2,914+285.7% | $4,123+172.6% | $4,139+171.5% |
| Admin fee / account holder | $64,190 | $4,643+1282.4% | $5,150+1146.5% | $7,234+787.3% |