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 | $62,925 | $137,414-54.2% | $189,545-66.8% | $85,851-26.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 25.31% | 38.14%-12.8pp | 555.36%-530.0pp | 318.63%-293.3pp |
| Employer contribution / active EE | $3,120 | $4,344-28.2% | $6,162-49.4% | $2,565+21.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,232 | $8,630-85.7% | $12,049-89.8% | $6,261-80.3% |