Filed December 8, 2015 (most recent of 3 filings on file)
Total covered: 17 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,516 | $138,393-62.8% | $184,256-72.0% | $80,959-36.4% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.7%+11.6pp |
| Annual return | 11.64% | 20.01%-8.4pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,784 | $4,847-63.2% | $6,427-72.2% | $2,757-35.3% |
| Participant deferral / active EE | $2,797 | $7,076-60.5% | $9,133-69.4% | $4,300-35.0% |
| Admin fee / account holder | $4,143 | $10,489-60.5% | $13,899-70.2% | $6,925-40.2% |