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 | $43,496+220.9% | $161,489-13.6% | $64,340+116.9% |
| Participation rate | 38.1% | 53.5%-15.4pp | 78.7%-40.6pp | 55.2%-17.1pp |
| Annual return | 14.32% | 20.76%-6.4pp | 89.72%-75.4pp | 24.14%-9.8pp |
| Employer contribution / active EE | $753 | $1,431-47.4% | $4,268-82.4% | $1,862-59.6% |
| Participant deferral / active EE | $2,063 | $1,996+3.3% | $5,630-63.4% | $2,980-30.8% |
| Admin fee / account holder | $10,549 | $2,330+352.7% | $16,006-34.1% | $3,703+184.9% |