Filed June 1, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,758 | $217,432-37.6% | $185,849-27.0% | $167,536-19.0% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.67% | 148.42%-128.7pp | 122.10%-102.4pp | 478.82%-459.1pp |
| Employer contribution / active EE | $171 | $5,875-97.1% | $5,169-96.7% | $4,839-96.5% |
| Participant deferral / active EE | $19,240 | $6,357+202.6% | $5,569+245.5% | $6,342+203.4% |
| Admin fee / account holder | $1,989 | $19,818-90.0% | $16,244-87.8% | $12,315-83.8% |