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 | $99,232 | $72,269+37.3% | $101,271-2.0% | $79,852+24.3% |
| Participation rate | 65.9% | 68.5%-2.6pp | 75.8%-9.9pp | 69.6%-3.7pp |
| Annual return | 17.93% | 22.29%-4.4pp | 46.48%-28.5pp | 31.72%-13.8pp |
| Employer contribution / active EE | $2,253 | $2,692-16.3% | $3,660-38.4% | $2,471-8.8% |
| Participant deferral / active EE | $4,567 | $3,282+39.2% | $4,371+4.5% | $3,740+22.1% |
| Admin fee / account holder | $735 | $4,401-83.3% | $5,948-87.6% | $5,306-86.2% |