Filed July 7, 2016
Total covered: 2 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 | $22,995 | $45,050-49.0% | $63,018-63.5% | $70,126-67.2% |
| Participation rate | 61.3% | 69.5%-8.2pp | 74.8%-13.5pp | 69.5%-8.2pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,637 | $2,052-20.2% | $2,761-40.7% | $2,343-30.1% |
| Participant deferral / active EE | $2,507 | $2,466+1.7% | $3,330-24.7% | $3,332-24.8% |
| Admin fee / account holder | $693 | $2,834-75.5% | $3,601-80.8% | $4,645-85.1% |