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 | $22,309 | $46,877-52.4% | $122,354-81.8% | $70,126-68.2% |
| Participation rate | 64.7% | 58.2%+6.5pp | 71.6%-6.9pp | 69.5%-4.8pp |
| Annual return | 15.28% | 24.22%-8.9pp | 30.28%-15.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $410 | $1,288-68.1% | $4,051-89.9% | $2,343-82.5% |
| Participant deferral / active EE | $1,773 | $2,167-18.2% | $3,287-46.1% | $3,332-46.8% |
| Admin fee / account holder | $1,347 | $3,324-59.5% | $5,479-75.4% | $4,645-71.0% |