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 | $74,111 | $54,757+35.3% | $90,300-17.9% | $72,983+1.5% |
| Participation rate | 43.8% | 65.1%-21.4pp | 73.3%-29.5pp | 69.5%-25.7pp |
| Annual return | 23.26% | 30.63%-7.4pp | 78.11%-54.9pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,294 | $2,092-38.2% | $2,854-54.7% | $2,440-47.0% |
| Participant deferral / active EE | $2,238 | $2,887-22.5% | $3,884-42.4% | $3,608-38.0% |
| Admin fee / account holder | $3,184 | $3,972-19.8% | $5,353-40.5% | $5,124-37.9% |