Filed September 15, 2016
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,420 | $102,393-0.9% | $147,041-31.0% | $80,911+25.3% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | -13.14% | 134.95%-148.1pp | 419.21%-432.3pp | 35.63%-48.8pp |
| Employer contribution / active EE | $10,577 | $3,715+184.7% | $4,935+114.3% | $2,756+283.8% |
| Participant deferral / active EE | $13,862 | $6,647+108.5% | $8,071+71.7% | $4,297+222.6% |
| Admin fee / account holder | $16,981 | $7,943+113.8% | $13,006+30.6% | $6,935+144.9% |