Filed August 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,287 | $60,504-38.4% | $81,882-54.5% | $74,478-49.9% |
| Participation rate | 63.6% | 62.9%+0.6pp | 72.4%-8.8pp | 67.2%-3.7pp |
| Annual return | 13.16% | 16.91%-3.8pp | 779.47%-766.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $835 | $2,627-68.2% | $2,916-71.4% | $2,626-68.2% |
| Participant deferral / active EE | $1,619 | $3,400-52.4% | $4,323-62.5% | $4,350-62.8% |
| Admin fee / account holder | $1,813 | $1,492+21.5% | $7,360-75.4% | $1,946-6.8% |