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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,122 | $49,199-20.5% | $121,204-67.7% | $75,173-48.0% |
| Participation rate | 35.6% | 55.4%-19.9pp | 69.5%-34.0pp | 67.2%-31.6pp |
| Annual return | 12.53% | 56.04%-43.5pp | 987.18%-974.6pp | 160.72%-148.2pp |
| Employer contribution / active EE | $352 | $1,547-77.3% | $4,170-91.6% | $2,671-86.8% |
| Participant deferral / active EE | $1,663 | $2,630-36.7% | $4,083-59.3% | $4,126-59.7% |
| Admin fee / account holder | $3,968 | $3,946+0.6% | $5,651-29.8% | $5,651-29.8% |