Filed July 7, 2016 (most recent of 2 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,452 | $90,530-97.3% | $76,030-96.8% | $145,897-98.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.93% | 625.08%-615.1pp | 361.54%-351.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,763 | $8,383-43.2% | $6,421-25.8% | $13,390-64.4% |