Filed December 15, 2014 (most recent of 3 filings on file)
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,501 | $109,359-60.2% | $162,185-73.2% | $72,976-40.4% |
| Participation rate | 67.9% | 84.3%-16.4pp | 87.6%-19.7pp | 69.5%-1.6pp |
| Annual return | 16.85% | 25.46%-8.6pp | 115.61%-98.8pp | 81.02%-64.2pp |
| Employer contribution / active EE | $1,531 | $3,907-60.8% | $5,613-72.7% | $2,440-37.3% |
| Participant deferral / active EE | $1,300 | $5,481-76.3% | $7,297-82.2% | $3,608-64.0% |
| Admin fee / account holder | $1,037 | $7,972-87.0% | $10,844-90.4% | $5,124-79.8% |