Filed December 8, 2015 (most recent of 3 filings on file)
Total covered: 17 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 | $45,737 | $94,529-51.6% | $140,019-67.3% | $64,173-28.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.84% | 7.77%-15.6pp | 651.15%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,842 | $3,812-51.7% | $5,605-67.1% | $2,381-22.6% |
| Participant deferral / active EE | $3,167 | $5,250-39.7% | $6,927-54.3% | $3,470-8.7% |
| Admin fee / account holder | $385 | $6,741-94.3% | $10,705-96.4% | $4,887-92.1% |