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 | $35,568 | $48,078-26.0% | $78,676-54.8% | $62,881-43.4% |
| Participation rate | 56.8% | 65.2%-8.4pp | 73.6%-16.8pp | 69.3%-12.5pp |
| Annual return | 8.01% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,114 | $2,015-44.7% | $2,850-60.9% | $2,281-51.2% |
| Participant deferral / active EE | $2,399 | $2,587-7.3% | $3,517-31.8% | $3,203-25.1% |
| Admin fee / account holder | $3,152 | $3,206-1.7% | $4,510-30.1% | $4,296-26.6% |