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 | $43,749-42.9% | $158,223-84.2% | $65,306-61.7% |
| Participation rate | 31.1% | 56.9%-25.8pp | 79.2%-48.1pp | 57.7%-26.6pp |
| Annual return | 8.80% | 19.41%-10.6pp | 52.09%-43.3pp | 21.94%-13.1pp |
| Employer contribution / active EE | $671 | $1,497-55.2% | $4,109-83.7% | $1,967-65.9% |
| Participant deferral / active EE | $1,464 | $2,019-27.5% | $5,467-73.2% | $2,959-50.5% |
| Admin fee / account holder | $10,099 | $1,930+423.2% | $16,047-37.1% | $3,480+190.2% |