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 | $46,688-46.5% | $189,758-86.8% | $69,733-64.2% |
| Participation rate | 31.1% | 61.7%-30.6pp | 79.8%-48.7pp | 62.5%-31.3pp |
| Annual return | 8.80% | 14.35%-5.5pp | 52.62%-43.8pp | 15.22%-6.4pp |
| Employer contribution / active EE | $671 | $1,695-60.4% | $4,767-85.9% | $2,250-70.2% |
| Participant deferral / active EE | $1,464 | $2,143-31.7% | $5,856-75.0% | $3,054-52.1% |
| Admin fee / account holder | $10,099 | $1,700+493.9% | $20,388-50.5% | $3,102+225.6% |