Filed August 19, 2015 (most recent of 2 filings on file)
Total covered: 6 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 | $58,322 | $101,795-42.7% | $165,100-64.7% | $80,959-28.0% |
| Participation rate | 63.5% | 71.8%-8.4pp | 78.6%-15.2pp | 67.7%-4.2pp |
| Annual return | 9.87% | 16.73%-6.9pp | 70.21%-60.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,582 | $2,954-46.4% | $4,348-63.6% | $2,757-42.6% |
| Participant deferral / active EE | $3,414 | $4,476-23.7% | $6,035-43.4% | $4,300-20.6% |
| Admin fee / account holder | $11,149 | $8,221+35.6% | $12,696-12.2% | $6,925+61.0% |