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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,875 | $110,083-56.5% | $151,628-68.4% | $68,495-30.1% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -18.79% | -10.12%-8.7pp | 3.34%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,650 | $4,470-40.7% | $6,165-57.0% | $2,596+2.1% |
| Participant deferral / active EE | $4,411 | $6,526-32.4% | $8,363-47.3% | $4,028+9.5% |
| Admin fee / account holder | $7,135 | $7,718-7.6% | $11,613-38.6% | $5,403+32.0% |