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 | $49,624 | $201,370-75.4% | $184,256-73.1% | $145,897-66.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -23.85% | 29.05%-52.9pp | 28.85%-52.7pp | 552.29%-576.1pp |
| Employer contribution / active EE | $5,346 | $7,024-23.9% | $6,427-16.8% | $4,663+14.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,927 | $16,364-82.1% | $13,899-78.9% | $13,390-78.1% |