Filed December 11, 2015
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,120 | $82,028-85.2% | $123,105-90.2% | $59,633-79.7% |
| Participation rate | 60.7% | 83.2%-22.5pp | 86.8%-26.1pp | 68.7%-8.0pp |
| Annual return | -1.94% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,040 | $3,297-68.4% | $5,151-79.8% | $2,203-52.8% |
| Participant deferral / active EE | $2,084 | $4,667-55.3% | $6,229-66.6% | $3,192-34.7% |
| Admin fee / account holder | $2,316 | $5,879-60.6% | $9,014-74.3% | $4,297-46.1% |