Filed January 5, 2018 (most recent of 2 filings on file)
Total covered: 2 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 | $238,286 | $44,850+431.3% | $60,547+293.6% | $59,633+299.6% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -2.07% | 1074.14%-1076.2pp | 335.64%-337.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $8,929 | $1,462+510.8% | $2,419+269.1% | $2,203+305.4% |
| Participant deferral / active EE | $6,500 | $2,230+191.5% | $3,328+95.3% | $3,192+103.7% |
| Admin fee / account holder | $2,194 | $3,635-39.7% | $4,536-51.6% | $4,297-48.9% |