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 | $60,393-38.3% | $81,820-54.4% | $74,429-49.9% |
| Participation rate | 63.6% | 62.9%+0.7pp | 72.4%-8.8pp | 67.2%-3.7pp |
| Annual return | 13.16% | 16.89%-3.7pp | 777.93%-764.8pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $835 | $2,626-68.2% | $2,915-71.4% | $2,625-68.2% |
| Participant deferral / active EE | $1,619 | $3,397-52.3% | $4,323-62.5% | $4,348-62.8% |
| Admin fee / account holder | $1,813 | $1,491+21.6% | $7,391-75.5% | $1,944-6.8% |