Filed February 14, 2018
Total covered: 9 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 | $181,075 | $72,492+149.8% | $87,102+107.9% | $72,983+148.1% |
| Participation rate | 38.3% | 72.8%-34.5pp | 76.9%-38.6pp | 69.5%-31.2pp |
| Annual return | 21.70% | 24.46%-2.8pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,815 | $3,270-13.9% | $4,048-30.5% | $3,608-22.0% |
| Admin fee / account holder | $1,172 | $5,055-76.8% | $7,491-84.4% | $5,124-77.1% |