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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,814 | $48,078-27.6% | $78,676-55.7% | $62,881-44.6% |
| Participation rate | 31.9% | 65.2%-33.3pp | 73.6%-41.6pp | 69.3%-37.4pp |
| Annual return | 6.29% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $187 | $2,015-90.7% | $2,850-93.5% | $2,281-91.8% |
| Participant deferral / active EE | $2,013 | $2,587-22.2% | $3,517-42.8% | $3,203-37.2% |
| Admin fee / account holder | $7,567 | $3,206+136.0% | $4,510+67.8% | $4,296+76.2% |