Filed September 4, 2015 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $171,434 | $54,763+213.0% | $90,324+89.8% | $72,976+134.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.70% | 30.63%-13.9pp | 78.15%-61.4pp | 81.02%-64.3pp |
| Employer contribution / active EE | $10,002 | $2,093+377.8% | $2,856+250.2% | $2,440+309.9% |
| Participant deferral / active EE | $7,286 | $2,887+152.4% | $3,885+87.5% | $3,608+102.0% |
| Admin fee / account holder | $107,395 | $3,973+2602.8% | $5,356+1905.3% | $5,124+1995.9% |