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 | $99,320 | $61,391+61.8% | $149,723-33.7% | $71,529+38.9% |
| Participation rate | 33.1% | 62.5%-29.4pp | 78.8%-45.6pp | 67.9%-34.8pp |
| Annual return | 21.06% | 35.88%-14.8pp | 134.50%-113.4pp | 28.97%-7.9pp |
| Employer contribution / active EE | $602 | $2,384-74.8% | $4,821-87.5% | $2,590-76.8% |
| Participant deferral / active EE | $1,370 | $2,921-53.1% | $5,682-75.9% | $4,291-68.1% |
| Admin fee / account holder | $4,976 | $1,264+293.6% | $13,215-62.3% | $1,588+213.2% |