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 | $36,862 | $43,730-15.7% | $121,208-69.6% | $64,181-42.6% |
| Participation rate | 65.6% | 58.3%+7.3pp | 71.8%-6.1pp | 69.6%-3.9pp |
| Annual return | 5.33% | 68.94%-63.6pp | 16.93%-11.6pp | 7.63%-2.3pp |
| Employer contribution / active EE | $2,767 | $1,297+113.4% | $4,023-31.2% | $2,381+16.2% |
| Participant deferral / active EE | $3,528 | $2,281+54.7% | $3,345+5.5% | $3,470+1.7% |
| Admin fee / account holder | $1,688 | $3,502-51.8% | $5,020-66.4% | $4,887-65.5% |