Filed February 25, 2016 (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.
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 | $139,578 | $45,343+207.8% | $150,298-7.1% | $67,986+105.3% |
| Participation rate | 38.1% | 51.9%-13.7pp | 77.8%-39.6pp | 57.2%-19.1pp |
| Annual return | 14.32% | 33.28%-19.0pp | 62.79%-48.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $753 | $1,462-48.5% | $4,154-81.9% | $2,019-62.7% |
| Participant deferral / active EE | $2,063 | $2,055+0.4% | $5,453-62.2% | $3,358-38.6% |
| Admin fee / account holder | $10,549 | $2,250+368.9% | $14,116-25.3% | $3,203+229.3% |