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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,794 | $125,797-71.5% | $170,057-79.0% | $75,177-52.4% |
| Participation rate | 63.3% | 83.6%-20.3pp | 87.0%-23.7pp | 67.2%-3.9pp |
| Annual return | 13.63% | 27.20%-13.6pp | 53.42%-39.8pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,670 | $4,616-63.8% | $6,790-75.4% | $2,671-37.5% |
| Participant deferral / active EE | $1,304 | $6,838-80.9% | $10,411-87.5% | $4,126-68.4% |
| Admin fee / account holder | $9,158 | $8,177+12.0% | $12,826-28.6% | $5,651+62.0% |