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 | $73,787+31.9% | $98,716-1.4% | $82,448+18.1% |
| Participation rate | 39.7% | 61.4%-21.7pp | 69.3%-29.5pp | 68.1%-28.3pp |
| Annual return | 15.22% | 18.57%-3.3pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $689 | $1,511-54.4% | $2,279-69.7% | $2,551-73.0% |
| Participant deferral / active EE | $1,844 | $3,081-40.2% | $4,048-54.4% | $4,139-55.4% |
| Admin fee / account holder | $1,616 | $6,500-75.1% | $8,703-81.4% | $7,234-77.7% |