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 | $44,775 | $53,128-15.7% | $86,582-48.3% | $70,126-36.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 18.24% | 27.66%-9.4pp | 965.08%-946.8pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,107 | $2,068-46.5% | $2,839-61.0% | $2,343-52.8% |
| Participant deferral / active EE | $1,958 | $2,695-27.3% | $3,609-45.7% | $3,332-41.2% |
| Admin fee / account holder | $3,549 | $3,584-1.0% | $4,904-27.6% | $4,645-23.6% |