Filed October 27, 2015
Total covered: 5 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,646 | $52,450+131.9% | $129,397-6.0% | $74,429+63.4% |
| Participation rate | 9.4% | 53.8%-44.4pp | 69.6%-60.2pp | 67.2%-57.8pp |
| Annual return | 13.48% | 15.65%-2.2pp | 9453.98%-9440.5pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $648 | $1,532-57.7% | $4,154-84.4% | $2,625-75.3% |
| Participant deferral / active EE | $856 | $2,797-69.4% | $4,167-79.5% | $4,348-80.3% |
| Admin fee / account holder | $3,302 | $2,636+25.3% | $7,679-57.0% | $1,944+69.8% |