Filed January 17, 2018
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,624 | $198,457-90.6% | $170,435-89.1% | $147,586-87.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.54% | 257.30%-236.8pp | 205.94%-185.4pp | 578.59%-558.1pp |
| Employer contribution / active EE | $5,285 | $6,183-14.5% | $5,432-2.7% | $4,876+8.4% |
| Participant deferral / active EE | $2,997 | $5,629-46.8% | $4,939-39.3% | $5,439-44.9% |
| Admin fee / account holder | $1,526 | $16,852-90.9% | $13,881-89.0% | $10,886-86.0% |