Filed March 29, 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 | $139,465 | $65,575+112.7% | $86,209+61.8% | $75,181+85.5% |
| Participation rate | 59.6% | 60.5%-0.9pp | 69.0%-9.4pp | 67.2%-7.6pp |
| Annual return | 11.29% | 46.07%-34.8pp | 1169.05%-1157.8pp | 160.69%-149.4pp |
| Employer contribution / active EE | $1,055 | $1,553-32.1% | $2,381-55.7% | $2,671-60.5% |
| Participant deferral / active EE | $3,206 | $3,023+6.0% | $3,986-19.6% | $4,126-22.3% |
| Admin fee / account holder | $16,781 | $5,470+206.8% | $6,853+144.9% | $5,650+197.0% |