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 | $29,001 | $48,570-40.3% | $130,660-77.8% | $72,975-60.3% |
| Participation rate | 44.2% | 58.6%-14.4pp | 71.7%-27.6pp | 69.5%-25.3pp |
| Annual return | 19.83% | 38.63%-18.8pp | 1709.29%-1689.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $349 | $1,334-73.9% | $4,092-91.5% | $2,440-85.7% |
| Participant deferral / active EE | $1,494 | $2,384-37.3% | $3,603-58.5% | $3,608-58.6% |
| Admin fee / account holder | $3,013 | $3,549-15.1% | $5,463-44.9% | $5,124-41.2% |