Filed December 17, 2015 (most recent of 2 filings on file)
Total covered: 8 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $221,704 | $54,757+304.9% | $90,287+145.6% | $72,986+203.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.37% | 30.63%-9.3pp | 78.10%-56.7pp | 81.01%-59.6pp |
| Employer contribution / active EE | $8,705 | $2,092+316.0% | $2,855+205.0% | $2,440+256.8% |
| Participant deferral / active EE | $8,705 | $2,887+201.6% | $3,885+124.1% | $3,607+141.3% |
| Admin fee / account holder | $16,662 | $3,972+319.5% | $5,351+211.4% | $5,124+225.2% |