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.
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 | $61,638 | $65,704-6.2% | $94,229-34.6% | $59,633+3.4% |
| Participation rate | 68.2% | 72.1%-3.9pp | 78.8%-10.6pp | 68.7%-0.5pp |
| Annual return | -2.32% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $172 | $2,021-91.5% | $3,587-95.2% | $2,203-92.2% |
| Participant deferral / active EE | $1,807 | $3,143-42.5% | $4,320-58.2% | $3,192-43.4% |
| Admin fee / account holder | $1,405 | $4,265-67.1% | $6,269-77.6% | $4,297-67.3% |