Filed October 19, 2015
Total covered: 4 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 | $22,323 | $106,008-78.9% | $92,240-75.8% | $147,586-84.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 22.50% | 50.05%-27.5pp | 176.29%-153.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,412 | $4,333-67.4% | $3,680-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $8,150 | $4,478+82.0% | $3,897+109.1% | $5,439+49.9% |
| Admin fee / account holder | $903 | $6,333-85.7% | $5,194-82.6% | $10,886-91.7% |