Filed May 22, 2018
Total covered: 10 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 | $24,997 | $43,496-42.5% | $161,489-84.5% | $64,340-61.1% |
| Participation rate | 31.1% | 53.5%-22.4pp | 78.7%-47.6pp | 55.2%-24.1pp |
| Annual return | 8.80% | 20.76%-12.0pp | 89.72%-80.9pp | 24.14%-15.3pp |
| Employer contribution / active EE | $671 | $1,431-53.1% | $4,268-84.3% | $1,862-64.0% |
| Participant deferral / active EE | $1,464 | $1,996-26.7% | $5,630-74.0% | $2,980-50.9% |
| Admin fee / account holder | $10,099 | $2,330+333.4% | $16,006-36.9% | $3,703+172.8% |