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 | $29,411 | $55,437-46.9% | $155,534-81.1% | $74,459-60.5% |
| Participation rate | 31.1% | 61.9%-30.8pp | 78.2%-47.1pp | 67.2%-36.1pp |
| Annual return | 8.37% | 269.58%-261.2pp | 64.92%-56.5pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $470 | $2,266-79.3% | $4,675-89.9% | $2,626-82.1% |
| Participant deferral / active EE | $1,435 | $2,837-49.4% | $5,630-74.5% | $4,350-67.0% |
| Admin fee / account holder | $1,283 | $1,742-26.3% | $15,900-91.9% | $1,945-34.0% |