Filed August 13, 2018 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,505 | $88,710-20.5% | $81,783-13.8% | $145,959-51.7% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 11.37% | 1027.26%-1015.9pp | 775.05%-763.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $478 | $3,083-84.5% | $2,913-83.6% | $4,661-89.7% |
| Participant deferral / active EE | $3,106 | $4,645-33.1% | $4,320-28.1% | $6,689-53.6% |
| Admin fee / account holder | $1,523 | $8,407-81.9% | $7,380-79.4% | $13,398-88.6% |