Filed November 20, 2015 (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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,919 | $87,037-56.4% | $106,201-64.3% | $80,874-53.1% |
| Participation rate | 41.2% | 70.4%-29.3pp | 75.3%-34.1pp | 67.6%-26.5pp |
| Annual return | 11.81% | 17.05%-5.2pp | 116.26%-104.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $224 | $2,396-90.7% | $3,170-92.9% | $2,756-91.9% |
| Participant deferral / active EE | $2,076 | $3,986-47.9% | $5,012-58.6% | $4,297-51.7% |
| Admin fee / account holder | $11,619 | $8,434+37.8% | $11,039+5.3% | $6,935+67.5% |