Filed September 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,149 | $165,361+184.9% | $149,715+214.7% | $158,950+196.4% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 13.73% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $7,903 | $5,103+54.9% | $4,645+70.2% | $4,762+66.0% |
| Participant deferral / active EE | $12,199 | $7,182+69.9% | $6,842+78.3% | $5,983+103.9% |
| Admin fee / account holder | $35,090 | $10,808+224.7% | $9,310+276.9% | $11,248+212.0% |