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 | $66,830 | $60,128+11.1% | $90,440-26.1% | $79,852-16.3% |
| Participation rate | 40.3% | 65.0%-24.7pp | 72.7%-32.4pp | 69.6%-29.4pp |
| Annual return | 17.89% | 71.95%-54.1pp | 1294.38%-1276.5pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,883 | $2,068-9.0% | $3,263-42.3% | $2,471-23.8% |
| Participant deferral / active EE | $2,021 | $2,939-31.2% | $3,964-49.0% | $3,740-46.0% |
| Admin fee / account holder | $21,398 | $3,977+438.0% | $5,615+281.1% | $5,306+303.3% |