Filed March 9, 2015
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,770 | $160,028-80.1% | $147,080-78.4% | $145,884-78.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.13% | 98.60%-89.5pp | 420.17%-411.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,773 | $5,286-66.5% | $4,933-64.1% | $4,662-62.0% |
| Participant deferral / active EE | $4,696 | $8,422-44.2% | $8,066-41.8% | $6,690-29.8% |
| Admin fee / account holder | $64,847 | $15,030+331.4% | $12,989+399.2% | $13,392+384.2% |