Filed January 6, 2016
Total covered: 2 employees
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Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,491 | $87,834-67.6% | $133,975-78.7% | $62,881-54.7% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 9.33% | 12.05%-2.7pp | 29.29%-20.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,252 | $3,482-64.0% | $5,211-76.0% | $2,281-45.1% |
| Participant deferral / active EE | $2,074 | $4,812-56.9% | $6,282-67.0% | $3,203-35.2% |
| Admin fee / account holder | $1,498 | $5,372-72.1% | $9,324-83.9% | $4,296-65.1% |