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 | $49,846 | $56,431-11.7% | $130,788-61.9% | $87,485-43.0% |
| Participation rate | 54.8% | 58.9%-4.1pp | 70.1%-15.3pp | 68.9%-14.1pp |
| Annual return | 14.98% | 91.27%-76.3pp | 386.44%-371.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $690 | $1,549-55.5% | $3,558-80.6% | $2,596-73.4% |
| Participant deferral / active EE | $3,669 | $2,749+33.4% | $4,137-11.3% | $4,274-14.2% |
| Admin fee / account holder | $7,898 | $4,433+78.2% | $6,673+18.4% | $7,775+1.6% |