Filed September 4, 2015 (most recent of 2 filings on file)
Total covered: 2 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 | $220,094 | $54,370+304.8% | $82,763+165.9% | $68,490+221.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.44% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $10,687 | $2,219+381.6% | $3,008+255.2% | $2,597+311.6% |
| Participant deferral / active EE | $9,055 | $3,247+178.9% | $4,395+106.0% | $4,028+124.8% |
| Admin fee / account holder | $7,345 | $4,398+67.0% | $5,325+37.9% | $5,403+36.0% |