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 | $26,143 | $61,391-57.4% | $149,723-82.5% | $71,529-63.5% |
| Participation rate | 27.4% | 62.5%-35.2pp | 78.8%-51.4pp | 67.9%-40.6pp |
| Annual return | 5.94% | 35.88%-29.9pp | 134.50%-128.6pp | 28.97%-23.0pp |
| Employer contribution / active EE | $424 | $2,384-82.2% | $4,821-91.2% | $2,590-83.6% |
| Participant deferral / active EE | $1,059 | $2,921-63.8% | $5,682-81.4% | $4,291-75.3% |
| Admin fee / account holder | $5,281 | $1,264+317.7% | $13,215-60.0% | $1,588+232.5% |