Filed December 21, 2015
Total covered: 5 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 | $123,654 | $52,353+136.2% | $120,225+2.9% | $82,448+50.0% |
| Participation rate | 42.0% | 58.3%-16.3pp | 69.6%-27.6pp | 68.1%-26.1pp |
| Annual return | 14.21% | 61.85%-47.6pp | 439.23%-425.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,085 | $1,510-28.2% | $3,475-68.8% | $2,551-57.5% |
| Participant deferral / active EE | $3,464 | $2,627+31.9% | $3,999-13.4% | $4,139-16.3% |
| Admin fee / account holder | $40,157 | $4,363+820.5% | $5,696+605.0% | $7,234+455.1% |