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.
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 | $68,153 | $60,349+12.9% | $74,184-8.1% | $62,881+8.4% |
| Participation rate | 39.6% | 72.7%-33.1pp | 76.6%-37.0pp | 69.3%-29.7pp |
| Annual return | 9.04% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $668 | $1,680-60.3% | $2,370-71.8% | $2,281-70.7% |
| Participant deferral / active EE | $2,572 | $2,856-9.9% | $3,550-27.5% | $3,203-19.7% |
| Admin fee / account holder | $4,286 | $4,261+0.6% | $5,586-23.3% | $4,296-0.2% |