Filed June 19, 2019
Total covered: 6 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 | $133,030 | $173,526-23.3% | $136,072-2.2% | $145,884-8.8% |
| Participation rate | 60.9% | 80.4%-19.5pp | 76.4%-15.6pp | 80.3%-19.4pp |
| Annual return | 12.74% | 1167.12%-1154.4pp | 580.46%-567.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $3,702 | $5,285-30.0% | $4,216-12.2% | $4,662-20.6% |
| Participant deferral / active EE | $7,981 | $8,711-8.4% | $7,028+13.6% | $6,690+19.3% |
| Admin fee / account holder | $3,626 | $9,665-62.5% | $6,718-46.0% | $13,392-72.9% |