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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,432 | $108,825-39.9% | $156,181-58.1% | $82,448-20.6% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 14.68% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,357 | $2,870-52.7% | $4,294-68.4% | $2,551-46.8% |
| Participant deferral / active EE | $2,740 | $4,577-40.1% | $6,132-55.3% | $4,139-33.8% |
| Admin fee / account holder | $11,178 | $9,341+19.7% | $14,586-23.4% | $7,234+54.5% |