Filed March 14, 2016 (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 | $97,342 | $74,535+30.6% | $100,712-3.3% | $82,637+17.8% |
| Participation rate | 39.7% | 61.2%-21.4pp | 69.3%-29.5pp | 68.1%-28.3pp |
| Annual return | 15.22% | 18.92%-3.7pp | 33.27%-18.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $689 | $1,503-54.1% | $2,313-70.2% | $2,552-73.0% |
| Participant deferral / active EE | $1,844 | $3,074-40.0% | $4,085-54.9% | $4,126-55.3% |
| Admin fee / account holder | $1,616 | $6,576-75.4% | $9,256-82.5% | $7,339-78.0% |