Filed December 29, 2015
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,112 | $80,781+9.1% | $102,437-14.0% | $74,478+18.3% |
| Participation rate | 47.3% | 65.7%-18.4pp | 74.5%-27.2pp | 67.2%-19.9pp |
| Annual return | 12.97% | 27.58%-14.6pp | 24.95%-12.0pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,590 | $3,160-49.7% | $3,871-58.9% | $2,626-39.4% |
| Participant deferral / active EE | $4,086 | $3,862+5.8% | $5,060-19.2% | $4,350-6.1% |
| Admin fee / account holder | $3,450 | $2,372+45.4% | $8,388-58.9% | $1,946+77.3% |