Filed November 13, 2015
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,246 | $76,551+25.7% | $123,894-22.3% | $62,881+53.1% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 0.89% | 18.68%-17.8pp | 47.52%-46.6pp | 20.14%-19.3pp |
| Employer contribution / active EE | $710 | $2,882-75.4% | $4,617-84.6% | $2,281-68.9% |
| Participant deferral / active EE | $1,588 | $4,840-67.2% | $5,984-73.5% | $3,203-50.4% |
| Admin fee / account holder | $604 | $4,826-87.5% | $8,357-92.8% | $4,296-85.9% |