Filed May 30, 2017 (most recent of 2 filings on file)
Total covered: 6 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,443 | $171,867-84.0% | $149,721-81.7% | $147,586-81.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.04% | 2113.36%-2093.3pp | 1501.67%-1481.6pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,133 | $6,275-66.0% | $5,444-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $3,092 | $7,270-57.5% | $6,568-52.9% | $5,439-43.1% |
| Admin fee / account holder | $1,093 | $13,799-92.1% | $11,282-90.3% | $10,886-90.0% |