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 | $73,367 | $160,059-54.2% | $140,019-47.6% | $135,380-45.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.65% | 911.48%-922.1pp | 651.17%-661.8pp | 519.81%-530.5pp |
| Employer contribution / active EE | $4,591 | $6,420-28.5% | $5,605-18.1% | $4,779-3.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,708 | $13,328-79.7% | $10,705-74.7% | $10,828-75.0% |