Filed May 12, 2016 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,710 | $51,638-21.2% | $129,406-68.5% | $80,959-49.7% |
| Participation rate | 60.0% | 56.9%+3.1pp | 69.6%-9.6pp | 67.7%-7.7pp |
| Annual return | 11.84% | 20.78%-8.9pp | 9468.18%-9456.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $607 | $1,584-61.6% | $4,155-85.4% | $2,757-78.0% |
| Participant deferral / active EE | $3,358 | $2,670+25.8% | $4,167-19.4% | $4,300-21.9% |
| Admin fee / account holder | $850 | $4,313-80.3% | $7,689-88.9% | $6,925-87.7% |