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 | $55,349 | $197,637-72.0% | $177,848-68.9% | $158,982-65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -8.03% | 58.77%-66.8pp | 48.33%-56.4pp | 302.99%-311.0pp |
| Employer contribution / active EE | $3,731 | $6,698-44.3% | $5,919-37.0% | $4,763-21.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,128 | $15,406-86.2% | $12,431-82.9% | $11,252-81.1% |