Filed September 18, 2015 (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 | $79,401 | $94,529-16.0% | $140,019-43.3% | $64,173+23.7% |
| Participation rate | 68.3% | 84.1%-15.8pp | 87.5%-19.2pp | 69.6%-1.2pp |
| Annual return | -4.07% | 7.77%-11.8pp | 651.17%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,193 | $3,812-68.7% | $5,605-78.7% | $2,381-49.9% |
| Participant deferral / active EE | $2,976 | $5,250-43.3% | $6,927-57.0% | $3,470-14.2% |
| Admin fee / account holder | $13,739 | $6,741+103.8% | $10,705+28.3% | $4,887+181.1% |