Filed December 29, 2015
Total covered: 3 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 | $64,398 | $56,197+14.6% | $67,652-4.8% | $59,633+8.0% |
| Participation rate | 47.0% | 71.5%-24.5pp | 75.7%-28.7pp | 68.7%-21.7pp |
| Annual return | -0.40% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $180 | $1,615-88.9% | $2,266-92.1% | $2,203-91.8% |
| Participant deferral / active EE | $2,761 | $2,844-2.9% | $3,560-22.4% | $3,192-13.5% |
| Admin fee / account holder | $2,160 | $3,958-45.4% | $4,821-55.2% | $4,297-49.7% |