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 | $32,117 | $46,697-31.2% | $117,533-72.7% | $68,486-53.1% |
| Participation rate | 41.0% | 56.8%-15.8pp | 70.6%-29.6pp | 67.9%-26.9pp |
| Annual return | -18.57% | -14.52%-4.1pp | 29.77%-48.3pp | -7.85%-10.7pp |
| Employer contribution / active EE | $345 | $1,506-77.1% | $4,179-91.7% | $2,597-86.7% |
| Participant deferral / active EE | $1,525 | $2,637-42.2% | $4,072-62.6% | $4,028-62.1% |
| Admin fee / account holder | $543 | $4,023-86.5% | $5,647-90.4% | $5,404-90.0% |