Filed November 13, 2017
Total covered: 10 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,964 | $60,305-0.6% | $81,780-26.7% | $74,400-19.4% |
| Participation rate | 58.4% | 62.9%-4.4pp | 72.4%-13.9pp | 67.2%-8.8pp |
| Annual return | 12.19% | 16.89%-4.7pp | 776.27%-764.1pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $2,596 | $2,623-1.0% | $2,914-10.9% | $2,624-1.1% |
| Participant deferral / active EE | $3,814 | $3,390+12.5% | $4,321-11.7% | $4,348-12.3% |
| Admin fee / account holder | $4,562 | $1,484+207.3% | $7,384-38.2% | $1,944+134.7% |