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 | $49,554 | $100,895-50.9% | $90,430-45.2% | $158,950-68.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 12.17% | 1725.54%-1713.4pp | 1293.73%-1281.6pp | 302.91%-290.7pp |
| Employer contribution / active EE | $136 | $3,689-96.3% | $3,262-95.8% | $4,762-97.2% |
| Participant deferral / active EE | $2,509 | $4,347-42.3% | $3,963-36.7% | $5,983-58.1% |
| Admin fee / account holder | $4,116 | $6,505-36.7% | $5,613-26.7% | $11,248-63.4% |