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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,130 | $110,083-68.1% | $151,645-76.8% | $68,490-48.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -15.79% | -10.12%-5.7pp | 3.34%-19.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,997 | $4,470-55.3% | $6,165-67.6% | $2,597-23.1% |
| Participant deferral / active EE | $1,403 | $6,526-78.5% | $8,363-83.2% | $4,028-65.2% |
| Admin fee / account holder | $5,227 | $7,718-32.3% | $11,614-55.0% | $5,403-3.3% |