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 | $43,314 | $137,414-68.5% | $189,545-77.1% | $85,851-49.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 87.8%-37.8pp | 69.3%-19.3pp |
| Annual return | 6.73% | 38.14%-31.4pp | 555.36%-548.6pp | 318.63%-311.9pp |
| Employer contribution / active EE | $1,668 | $4,344-61.6% | $6,162-72.9% | $2,565-35.0% |
| Participant deferral / active EE | $767 | $6,260-87.7% | $8,220-90.7% | $3,952-80.6% |
| Admin fee / account holder | $9,382 | $8,630+8.7% | $12,049-22.1% | $6,261+49.8% |