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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,751 | $60,795-51.1% | $69,464-57.2% | $65,185-54.4% |
| Participation rate | 54.8% | 74.9%-20.0pp | 74.6%-19.8pp | 70.2%-15.4pp |
| Annual return | 5.14% | 17.46%-12.3pp | 28.98%-23.8pp | 29.38%-24.2pp |
| Employer contribution / active EE | $1,104 | $2,452-55.0% | $2,779-60.3% | $2,177-49.3% |
| Participant deferral / active EE | $2,359 | $3,162-25.4% | $3,536-33.3% | $3,514-32.9% |
| Admin fee / account holder | $4,075 | $314+1199.0% | $3,840+6.1% | $847+381.0% |