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 | $27,873 | $133,998-79.2% | $112,263-75.2% | $134,545-79.3% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -16.97% | 47.17%-64.1pp | 27.49%-44.5pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,841 | $4,040-54.4% | $3,636-49.4% | $4,742-61.2% |
| Participant deferral / active EE | $5,591 | $5,292+5.6% | $4,729+18.2% | $6,401-12.7% |
| Admin fee / account holder | $1,535 | $7,493-79.5% | $6,410-76.0% | $11,431-86.6% |