Filed June 29, 2016 (most recent of 2 filings on file)
Total covered: 2 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 | $84,985 | $58,275+45.8% | $81,844+3.8% | $80,935+5.0% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.4%-12.8pp | 67.7%-8.0pp |
| Annual return | 9.93% | 41.82%-31.9pp | 778.87%-768.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,246 | $2,346-46.9% | $2,916-57.3% | $2,757-54.8% |
| Participant deferral / active EE | $3,878 | $3,285+18.0% | $4,323-10.3% | $4,299-9.8% |
| Admin fee / account holder | $1,913 | $4,749-59.7% | $7,355-74.0% | $6,924-72.4% |