Filed July 21, 2016
Total covered: 10 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,517 | $72,177-56.3% | $115,037-72.6% | $59,632-47.1% |
| Participation rate | 45.6% | 72.6%-27.0pp | 81.4%-35.8pp | 68.7%-23.1pp |
| Annual return | -3.27% | 12.02%-15.3pp | 26.14%-29.4pp | 2041.32%-2044.6pp |
| Employer contribution / active EE | $807 | $2,841-71.6% | $4,608-82.5% | $2,203-63.4% |
| Participant deferral / active EE | $2,548 | $4,783-46.7% | $6,026-57.7% | $3,192-20.2% |
| Admin fee / account holder | $3,317 | $4,927-32.7% | $8,175-59.4% | $4,297-22.8% |