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 | $49,703 | $71,872-30.8% | $86,691-42.7% | $68,495-27.4% |
| Participation rate | 63.1% | 72.2%-9.2pp | 76.6%-13.5pp | 67.9%-4.8pp |
| Annual return | -15.73% | 3.53%-19.3pp | 35.94%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,570 | $3,779-32.0% | $4,656-44.8% | $4,028-36.2% |
| Admin fee / account holder | $8,501 | $6,112+39.1% | $7,492+13.5% | $5,403+57.3% |