Filed May 31, 2017 (most recent of 3 filings on file)
Total covered: 8 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,018 | $43,550+67.7% | $63,244+15.5% | $52,331+39.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -2.68% | 2.03%-4.7pp | -70.31%+67.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $5,473 | $1,351+305.1% | $2,322+135.7% | $1,882+190.8% |
| Participant deferral / active EE | $4,098 | $2,254+81.8% | $2,953+38.8% | $3,022+35.6% |
| Admin fee / account holder | $507 | $387+31.1% | $5,893-91.4% | $592-14.2% |