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 | $23,155 | $79,961-71.0% | $98,462-76.5% | $75,177-69.2% |
| Participation rate | 45.2% | 70.4%-25.1pp | 75.2%-29.9pp | 67.2%-22.0pp |
| Annual return | 15.99% | 19.75%-3.8pp | 21.17%-5.2pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,644 | $2,264-27.4% | $3,049-46.1% | $2,671-38.4% |
| Participant deferral / active EE | $2,698 | $3,753-28.1% | $4,738-43.1% | $4,126-34.6% |
| Admin fee / account holder | $5,190 | $6,842-24.1% | $8,875-41.5% | $5,651-8.2% |