Filed January 7, 2016
Total covered: 2 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 | $49,278 | $51,736-4.8% | $120,225-59.0% | $67,986-27.5% |
| Participation rate | 29.3% | 46.1%-16.7pp | 69.6%-40.2pp | 57.2%-27.9pp |
| Annual return | 18.04% | 31.98%-13.9pp | 439.23%-421.2pp | 31.67%-13.6pp |
| Employer contribution / active EE | $926 | $1,071-13.6% | $3,475-73.4% | $2,019-54.1% |
| Participant deferral / active EE | $1,947 | $2,206-11.7% | $3,999-51.3% | $3,358-42.0% |
| Admin fee / account holder | $12,297 | $4,159+195.7% | $5,696+115.9% | $3,203+283.9% |