Filed April 5, 2018 (most recent of 2 filings on file)
Total covered: 10 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 | $151,842 | $81,457+86.4% | $103,378+46.9% | $80,911+87.7% |
| Participation rate | 65.1% | 66.8%-1.8pp | 74.5%-9.4pp | 67.6%-2.6pp |
| Annual return | 17.31% | 25.58%-8.3pp | 24.91%-7.6pp | 35.63%-18.3pp |
| Employer contribution / active EE | $2,833 | $3,107-8.8% | $3,870-26.8% | $2,756+2.8% |
| Participant deferral / active EE | $7,200 | $3,871+86.0% | $5,058+42.4% | $4,297+67.6% |
| Admin fee / account holder | $7,683 | $6,717+14.4% | $8,401-8.5% | $6,935+10.8% |