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 | $52,581-6.3% | $130,788-62.3% | $64,340-23.4% |
| Participation rate | 29.3% | 46.5%-17.2pp | 70.1%-40.8pp | 55.2%-25.9pp |
| Annual return | 18.04% | 20.39%-2.3pp | 386.44%-368.4pp | 24.14%-6.1pp |
| Employer contribution / active EE | $926 | $1,031-10.2% | $3,558-74.0% | $1,862-50.3% |
| Participant deferral / active EE | $1,947 | $2,200-11.5% | $4,137-52.9% | $2,980-34.7% |
| Admin fee / account holder | $12,297 | $4,583+168.3% | $6,673+84.3% | $3,703+232.1% |