Filed May 1, 2017
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,786 | $52,353-79.4% | $120,225-91.0% | $82,448-86.9% |
| Participation rate | 20.0% | 58.3%-38.3pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 26.95% | 61.85%-34.9pp | 439.23%-412.3pp | 41.64%-14.7pp |
| Employer contribution / active EE | $342 | $1,510-77.3% | $3,475-90.1% | $2,551-86.6% |
| Participant deferral / active EE | $649 | $2,627-75.3% | $3,999-83.8% | $4,139-84.3% |
| Admin fee / account holder | $2,539 | $4,363-41.8% | $5,696-55.4% | $7,234-64.9% |