Filed June 28, 2018
Total covered: 23 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,156 | $201,370-70.6% | $184,256-67.9% | $145,897-59.5% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 20.61% | 29.05%-8.4pp | 28.85%-8.2pp | 552.29%-531.7pp |
| Employer contribution / active EE | $1,070 | $7,024-84.8% | $6,427-83.4% | $4,663-77.1% |
| Participant deferral / active EE | $4,374 | $9,808-55.4% | $9,133-52.1% | $6,689-34.6% |
| Admin fee / account holder | $2,158 | $16,364-86.8% | $13,899-84.5% | $13,390-83.9% |