Filed March 31, 2016
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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 | $136,079 | $98,766+37.8% | $149,730-9.1% | $79,852+70.4% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.7pp |
| Annual return | 10.94% | 27.43%-16.5pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $2,881 | $3,217-10.4% | $4,645-38.0% | $2,471+16.6% |
| Participant deferral / active EE | $9,520 | $5,681+67.6% | $6,843+39.1% | $3,740+154.5% |
| Admin fee / account holder | $31,410 | $6,052+419.0% | $9,310+237.4% | $5,306+491.9% |