Filed March 23, 2018 (most recent of 2 filings on file)
Total covered: 3 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 | $105,724 | $123,793-14.6% | $177,848-40.6% | $79,856+32.4% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 6.60% | 22.82%-16.2pp | 48.33%-41.7pp | 31.71%-25.1pp |
| Employer contribution / active EE | $2,245 | $4,095-45.2% | $5,919-62.1% | $2,471-9.2% |
| Participant deferral / active EE | $4,436 | $5,956-25.5% | $7,714-42.5% | $3,741+18.6% |
| Admin fee / account holder | $3,015 | $7,243-58.4% | $12,431-75.8% | $5,306-43.2% |