Filed May 11, 2016 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,748 | $100,060-34.3% | $149,721-56.1% | $70,126-6.2% |
| Participation rate | 68.3% | 83.6%-15.2pp | 87.1%-18.7pp | 69.5%-1.2pp |
| Annual return | 12.88% | 27.46%-14.6pp | 1501.67%-1488.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,554 | $3,661-57.6% | $5,444-71.5% | $2,343-33.7% |
| Participant deferral / active EE | $3,029 | $4,982-39.2% | $6,568-53.9% | $3,332-9.1% |
| Admin fee / account holder | $14,720 | $8,285+77.7% | $11,282+30.5% | $4,645+216.9% |