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 | $35,717 | $90,606-60.6% | $79,466-55.1% | $135,379-73.6% |
| Participation rate | 30.4% | 76.0%-45.6pp | 73.3%-42.9pp | 82.6%-52.2pp |
| Annual return | -5.25% | 977.69%-982.9pp | 718.28%-723.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,916 | $4,050-52.7% | $3,704-48.3% | $5,609-65.8% |
| Admin fee / account holder | $8,234 | $5,895+39.7% | $5,104+61.3% | $10,828-24.0% |