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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,461 | $171,865-54.9% | $149,718-48.3% | $147,585-47.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.29%-2113.3pp | 1501.67%-1501.7pp | 578.56%-578.6pp |
| Employer contribution / active EE | $4,050 | $6,275-35.5% | $5,445-25.6% | $4,876-16.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,261 | $13,799-90.9% | $11,283-88.8% | $10,885-88.4% |