Filed February 5, 2016
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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 | $21,753 | $90,617-76.0% | $79,476-72.6% | $135,382-83.9% |
| Participation rate | 69.2% | 76.1%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | -9.29% | 977.57%-986.9pp | 718.21%-727.5pp | 519.77%-529.1pp |
| Employer contribution / active EE | $989 | $3,068-67.7% | $2,800-64.7% | $4,779-79.3% |
| Participant deferral / active EE | $2,653 | $4,050-34.5% | $3,704-28.4% | $5,609-52.7% |
| Admin fee / account holder | $5,663 | $5,907-4.1% | $5,113+10.8% | $10,829-47.7% |