Filed April 11, 2018
Total covered: 4 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 | $64,996 | $182,442-64.4% | $163,379-60.2% | $138,895-53.2% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.8%-8.6pp | 79.9%-11.7pp |
| Annual return | 21.43% | 72.74%-51.3pp | 63.41%-42.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $3,739 | $4,159-10.1% | $3,752-0.4% | $4,194-10.9% |
| Participant deferral / active EE | $9,738 | $6,817+42.8% | $6,282+55.0% | $6,396+52.2% |
| Admin fee / account holder | $11,270 | $10,396+8.4% | $9,818+14.8% | $12,562-10.3% |