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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,588 | $54,353+357.4% | $82,726+200.5% | $68,498+262.9% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -20.79% | -13.67%-7.1pp | 701.33%-722.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $8,221 | $2,218+270.6% | $3,009+173.2% | $2,596+216.6% |
| Participant deferral / active EE | $8,615 | $3,246+165.4% | $4,394+96.0% | $4,027+113.9% |
| Admin fee / account holder | $6,053 | $4,396+37.7% | $5,328+13.6% | $5,403+12.0% |