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 | $112,593 | $55,470+103.0% | $155,556-27.6% | $74,478+51.2% |
| Participation rate | 36.3% | 61.9%-25.6pp | 78.2%-42.0pp | 67.2%-31.0pp |
| Annual return | 15.40% | 269.80%-254.4pp | 64.84%-49.4pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $608 | $2,267-73.2% | $4,675-87.0% | $2,626-76.8% |
| Participant deferral / active EE | $1,680 | $2,838-40.8% | $5,631-70.2% | $4,350-61.4% |
| Admin fee / account holder | $5,484 | $1,744+214.4% | $15,885-65.5% | $1,946+181.8% |