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 | $77,309 | $72,404+6.8% | $110,243-29.9% | $64,173+20.5% |
| Participation rate | 65.2% | 73.3%-8.1pp | 79.8%-14.6pp | 69.6%-4.4pp |
| Annual return | -5.07% | -6.29%+1.2pp | 314.76%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $155 | $2,282-93.2% | $3,827-95.9% | $2,381-93.5% |
| Participant deferral / active EE | $1,612 | $3,469-53.5% | $4,672-65.5% | $3,470-53.5% |
| Admin fee / account holder | $7,392 | $5,664+30.5% | $8,548-13.5% | $4,887+51.2% |