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 | $111,299 | $73,955+50.5% | $96,520+15.3% | $75,181+48.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 19.22% | 26.72%-7.5pp | 35.72%-16.5pp | 160.69%-141.5pp |
| Employer contribution / active EE | $2,755 | $2,930-6.0% | $3,739-26.3% | $2,671+3.2% |
| Participant deferral / active EE | $6,565 | $3,659+79.4% | $4,879+34.6% | $4,126+59.1% |
| Admin fee / account holder | $19,664 | $5,217+276.9% | $6,733+192.1% | $5,650+248.1% |