Filed September 16, 2015 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,282 | $39,766+49.1% | $66,674-11.1% | $71,012-16.5% |
| Participation rate | 24.3% | 47.7%-23.4pp | 73.7%-49.4pp | 58.6%-34.2pp |
| Annual return | 16.34% | 181.39%-165.1pp | 321.24%-304.9pp | 37.67%-21.3pp |
| Employer contribution / active EE | $289 | $1,503-80.7% | $2,620-89.0% | $2,348-87.7% |
| Participant deferral / active EE | $1,126 | $1,868-39.7% | $4,084-72.4% | $3,246-65.3% |
| Admin fee / account holder | $1,741 | $1,097+58.8% | $5,098-65.8% | $1,167+49.2% |