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 | $77,443 | $71,215+8.7% | $93,696-17.3% | $80,935-4.3% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.5pp |
| Annual return | 13.96% | 11.27%+2.7pp | 133.74%-119.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $702 | $1,565-55.2% | $2,422-71.0% | $2,757-74.5% |
| Participant deferral / active EE | $1,778 | $4,037-56.0% | $4,417-59.7% | $4,299-58.6% |
| Admin fee / account holder | $4,201 | $6,958-39.6% | $8,287-49.3% | $6,924-39.3% |