Filed October 25, 2018
Total covered: 14 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,486 | $73,019-78.8% | $90,766-82.9% | $68,490-77.4% |
| Participation rate | 66.0% | 70.8%-4.8pp | 75.7%-9.7pp | 67.9%-1.9pp |
| Annual return | -15.82% | -13.81%-2.0pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,946 | $2,193-11.2% | $2,922-33.4% | $2,597-25.1% |
| Participant deferral / active EE | $2,881 | $3,626-20.6% | $4,565-36.9% | $4,028-28.5% |
| Admin fee / account holder | $5,663 | $5,897-4.0% | $8,446-32.9% | $5,403+4.8% |