Filed May 6, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,763 | $55,470-12.1% | $155,556-68.7% | $74,478-34.5% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 11.03% | 269.80%-258.8pp | 64.84%-53.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $668 | $2,267-70.5% | $4,675-85.7% | $2,626-74.6% |
| Participant deferral / active EE | $668 | $2,838-76.5% | $5,631-88.1% | $4,350-84.6% |
| Admin fee / account holder | $6,126 | $1,744+251.2% | $15,885-61.4% | $1,946+214.8% |