Filed July 8, 2019
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 | $31,817 | $81,487-61.0% | $102,412-68.9% | $80,935-60.7% |
| Participation rate | 62.0% | 66.8%-4.8pp | 74.5%-12.5pp | 67.7%-5.7pp |
| Annual return | 11.54% | 25.60%-14.1pp | 24.94%-13.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,708 | $3,103-45.0% | $3,870-55.9% | $2,757-38.0% |
| Participant deferral / active EE | $2,722 | $3,871-29.7% | $5,060-46.2% | $4,299-36.7% |
| Admin fee / account holder | $2,883 | $6,717-57.1% | $8,388-65.6% | $6,924-58.4% |