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 | $50,850 | $91,537-44.4% | $130,045-60.9% | $75,173-32.4% |
| Participation rate | 62.7% | 71.5%-8.7pp | 78.5%-15.8pp | 67.2%-4.5pp |
| Annual return | 13.86% | -631.55%+645.4pp | -137.30%+151.2pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,978 | $2,845-30.5% | $4,321-54.2% | $2,671-25.9% |
| Participant deferral / active EE | $3,474 | $4,343-20.0% | $5,820-40.3% | $4,126-15.8% |
| Admin fee / account holder | $21,589 | $6,780+218.4% | $10,600+103.7% | $5,651+282.1% |