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 | $39,344 | $185,905-78.8% | $170,057-76.9% | $139,487-71.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.84% | 60.56%-33.7pp | 53.42%-26.6pp | 373.84%-347.0pp |
| Employer contribution / active EE | $1,040 | $7,597-86.3% | $6,790-84.7% | $4,755-78.1% |
| Participant deferral / active EE | $3,745 | $11,627-67.8% | $10,411-64.0% | $6,713-44.2% |
| Admin fee / account holder | $37,089 | $15,397+140.9% | $12,826+189.2% | $11,407+225.1% |