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 | $60,181 | $125,797-52.2% | $170,057-64.6% | $75,177-19.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -7.63% | 27.20%-34.8pp | 53.42%-61.0pp | 160.75%-168.4pp |
| Employer contribution / active EE | $4,114 | $4,616-10.9% | $6,790-39.4% | $2,671+54.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,682 | $8,177-67.2% | $12,826-79.1% | $5,651-52.5% |