Filed April 15, 2015 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,702 | $122,063-65.8% | $184,256-77.4% | $74,478-44.0% |
| Participation rate | 64.1% | 85.5%-21.4pp | 86.8%-22.7pp | 67.2%-3.1pp |
| Annual return | 13.75% | 19.92%-6.2pp | 28.85%-15.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,972 | $4,539-56.6% | $6,427-69.3% | $2,626-24.9% |
| Participant deferral / active EE | $2,002 | $7,144-72.0% | $9,133-78.1% | $4,350-54.0% |
| Admin fee / account holder | $2,433 | $1,253+94.2% | $13,899-82.5% | $1,946+25.0% |