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 | $44,398+33.5% | $103,693-42.8% | $65,191-9.1% |
| Participation rate | 24.3% | 54.3%-30.0pp | 72.6%-48.3pp | 63.0%-38.7pp |
| Annual return | 16.34% | 325.62%-309.3pp | 47.61%-31.3pp | 51.24%-34.9pp |
| Employer contribution / active EE | $289 | $1,702-83.0% | $2,920-90.1% | $2,400-87.9% |
| Participant deferral / active EE | $1,126 | $1,797-37.4% | $4,579-75.4% | $2,671-57.9% |
| Admin fee / account holder | $1,741 | $856+103.4% | $7,858-77.8% | $907+92.0% |