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 | $52,353-4.8% | $120,225-58.5% | $82,448-39.5% |
| Participation rate | 54.8% | 58.3%-3.5pp | 69.6%-14.7pp | 68.1%-13.2pp |
| Annual return | 14.98% | 61.85%-46.9pp | 439.23%-424.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $690 | $1,510-54.3% | $3,475-80.2% | $2,551-73.0% |
| Participant deferral / active EE | $3,669 | $2,627+39.7% | $3,999-8.3% | $4,139-11.4% |
| Admin fee / account holder | $7,898 | $4,363+81.0% | $5,696+38.7% | $7,234+9.2% |