Filed November 13, 2015
Total covered: 3 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 | $122,118 | $85,766+42.4% | $136,298-10.4% | $70,126+74.1% |
| Participation rate | 94.2% | 74.2%+20.0pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 12.46% | 31.46%-19.0pp | 5156.27%-5143.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $4,027 | $2,966+35.8% | $4,696-14.2% | $2,343+71.9% |
| Participant deferral / active EE | $3,327 | $5,051-34.1% | $6,247-46.7% | $3,332-0.1% |
| Admin fee / account holder | $10,326 | $5,421+90.5% | $9,244+11.7% | $4,645+122.3% |