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 | $47,664 | $52,507-9.2% | $129,406-63.2% | $74,478-36.0% |
| Participation rate | 22.4% | 53.9%-31.6pp | 69.6%-47.3pp | 67.2%-44.9pp |
| Annual return | 14.99% | 15.64%-0.7pp | 9468.18%-9453.2pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $833 | $1,534-45.7% | $4,155-80.0% | $2,626-68.3% |
| Participant deferral / active EE | $1,912 | $2,801-31.7% | $4,167-54.1% | $4,350-56.1% |
| Admin fee / account holder | $3,558 | $2,639+34.8% | $7,689-53.7% | $1,946+82.9% |