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 | $25,737 | $94,529-72.8% | $140,019-81.6% | $64,173-59.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 4.99% | 7.77%-2.8pp | 651.15%-646.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $2,095 | $3,812-45.0% | $5,605-62.6% | $2,381-12.0% |
| Participant deferral / active EE | $3,268 | $5,250-37.8% | $6,927-52.8% | $3,470-5.8% |
| Admin fee / account holder | $4,178 | $6,741-38.0% | $10,705-61.0% | $4,887-14.5% |