Filed November 3, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,736 | $86,949+199.9% | $102,460+154.5% | $80,959+222.1% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.7%-5.0pp |
| Annual return | 13.15% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,141 | $2,370+32.5% | $3,025+3.8% | $2,757+13.9% |
| Participant deferral / active EE | $7,319 | $4,121+77.6% | $5,056+44.8% | $4,300+70.2% |
| Admin fee / account holder | $8,014 | $8,048-0.4% | $9,460-15.3% | $6,925+15.7% |