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 | $21,067 | $43,730-51.8% | $121,220-82.6% | $64,173-67.2% |
| Participation rate | 54.3% | 58.3%-4.1pp | 71.8%-17.5pp | 69.6%-15.3pp |
| Annual return | -5.68% | 68.94%-74.6pp | 16.94%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $385 | $1,297-70.3% | $4,023-90.4% | $2,381-83.8% |
| Participant deferral / active EE | $1,669 | $2,281-26.8% | $3,345-50.1% | $3,470-51.9% |
| Admin fee / account holder | $2,472 | $3,502-29.4% | $5,021-50.8% | $4,887-49.4% |