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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,286 | $87,106-62.9% | $105,607-69.4% | $80,935-60.1% |
| Participation rate | 38.9% | 70.4%-31.6pp | 75.3%-36.4pp | 67.7%-28.8pp |
| Annual return | 11.80% | 17.01%-5.2pp | 116.11%-104.3pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,180 | $2,396-50.7% | $3,167-62.7% | $2,757-57.2% |
| Participant deferral / active EE | $1,954 | $3,986-51.0% | $5,011-61.0% | $4,299-54.5% |
| Admin fee / account holder | $5,539 | $8,447-34.4% | $10,958-49.5% | $6,924-20.0% |