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 | $55,446-12.1% | $155,574-68.7% | $74,429-34.5% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 11.03% | 269.20%-258.2pp | 64.87%-53.8pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $668 | $2,266-70.5% | $4,676-85.7% | $2,625-74.6% |
| Participant deferral / active EE | $668 | $2,836-76.4% | $5,629-88.1% | $4,348-84.6% |
| Admin fee / account holder | $6,126 | $1,743+251.5% | $15,914-61.5% | $1,944+215.1% |