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 | $36,320 | $39,162-7.3% | $100,671-63.9% | $59,633-39.1% |
| Participation rate | 34.4% | 55.9%-21.5pp | 70.7%-36.3pp | 68.7%-34.3pp |
| Annual return | 0.65% | 21.07%-20.4pp | 20.43%-19.8pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $1,670 | $1,151+45.1% | $4,012-58.4% | $2,203-24.2% |
| Participant deferral / active EE | $1,882 | $1,992-5.5% | $3,144-40.1% | $3,192-41.0% |
| Admin fee / account holder | $4,818 | $2,969+62.3% | $4,850-0.7% | $4,297+12.1% |