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 | $44,277 | $54,357-18.5% | $82,706-46.5% | $68,495-35.4% |
| Participation rate | 40.7% | 63.9%-23.2pp | 72.6%-31.8pp | 67.9%-27.2pp |
| Annual return | -15.74% | -13.67%-2.1pp | 701.76%-717.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $312 | $2,218-85.9% | $3,007-89.6% | $2,596-88.0% |
| Participant deferral / active EE | $2,841 | $3,246-12.5% | $4,394-35.3% | $4,028-29.4% |
| Admin fee / account holder | $714 | $4,396-83.8% | $5,329-86.6% | $5,403-86.8% |