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 | $61,099 | $184,000-66.8% | $162,185-62.3% | $152,909-60.0% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.5%+13.2pp |
| Annual return | -7.08% | 150.80%-157.9pp | 115.61%-122.7pp | 345.46%-352.5pp |
| Employer contribution / active EE | $4,350 | $6,370-31.7% | $5,613-22.5% | $4,764-8.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,881 | $13,124-78.0% | $10,844-73.4% | $11,601-75.2% |