Filed March 23, 2018 (most recent of 2 filings on file)
Total covered: 3 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 | $62,412 | $140,592-55.6% | $123,105-49.3% | $125,389-50.2% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -2.55% | 16.80%-19.3pp | 13.22%-15.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,100 | $6,041-65.2% | $5,151-59.2% | $4,866-56.8% |
| Participant deferral / active EE | $1,799 | $6,980-74.2% | $6,229-71.1% | $5,352-66.4% |
| Admin fee / account holder | $4,429 | $11,198-60.4% | $9,014-50.9% | $9,541-53.6% |