Filed February 2, 2015
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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 | $104,894 | $138,114-24.1% | $125,391-16.3% | $134,545-22.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.23% | 750.88%-763.1pp | 572.41%-584.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $3,938 | $5,246-24.9% | $4,816-18.2% | $4,742-16.9% |
| Participant deferral / active EE | $12,646 | $7,801+62.1% | $7,448+69.8% | $6,401+97.5% |
| Admin fee / account holder | $891 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |