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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,117 | $110,083-58.1% | $151,639-69.6% | $68,486-32.7% |
| Participation rate | 87.0% | 84.0%+3.1pp | 87.5%-0.5pp | 67.9%+19.1pp |
| Annual return | -16.42% | -10.12%-6.3pp | 3.34%-19.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,983 | $4,470-55.6% | $6,165-67.8% | $2,597-23.6% |
| Participant deferral / active EE | $3,554 | $6,526-45.5% | $8,363-57.5% | $4,028-11.8% |
| Admin fee / account holder | $6,797 | $7,718-11.9% | $11,613-41.5% | $5,404+25.8% |