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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,493 | $64,909-54.6% | $82,312-64.2% | $62,293-52.7% |
| Participation rate | 69.7% | 74.9%-5.2pp | 76.9%-7.2pp | 69.5%+0.1pp |
| Annual return | 16.69% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $432 | $1,676-74.2% | $2,428-82.2% | $2,042-78.9% |
| Participant deferral / active EE | $1,978 | $3,103-36.3% | $3,706-46.6% | $3,169-37.6% |
| Admin fee / account holder | $4,788 | $440+989.2% | $5,608-14.6% | $479+898.9% |