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 | $26,981 | $41,377-34.8% | $109,313-75.3% | $62,881-57.1% |
| Participation rate | 59.3% | 57.5%+1.8pp | 71.3%-11.9pp | 69.3%-10.0pp |
| Annual return | 31.74% | 11.05%+20.7pp | 22.07%+9.7pp | 20.14%+11.6pp |
| Employer contribution / active EE | $2,256 | $1,276+76.8% | $3,892-42.0% | $2,281-1.1% |
| Participant deferral / active EE | $2,529 | $2,045+23.7% | $3,166-20.1% | $3,203-21.0% |
| Admin fee / account holder | $2,854 | $2,884-1.0% | $5,666-49.6% | $4,296-33.6% |