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 | $51,649-4.6% | $124,206-60.3% | $64,097-23.1% |
| Participation rate | 29.3% | 45.2%-15.8pp | 69.6%-40.2pp | 55.2%-25.8pp |
| Annual return | 18.04% | 19.98%-1.9pp | 515.27%-497.2pp | 34.64%-16.6pp |
| Employer contribution / active EE | $926 | $1,057-12.4% | $3,540-73.8% | $1,891-51.1% |
| Participant deferral / active EE | $1,947 | $2,165-10.0% | $3,968-50.9% | $3,080-36.8% |
| Admin fee / account holder | $12,297 | $4,237+190.2% | $5,929+107.4% | $3,454+256.0% |