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 | $38,468 | $51,226-24.9% | $82,706-53.5% | $66,930-42.5% |
| Participation rate | 55.0% | 67.9%-12.9pp | 72.6%-17.6pp | 69.8%-14.8pp |
| Annual return | -15.57% | -9.61%-6.0pp | 701.76%-717.3pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,088 | $2,612-58.3% | $3,007-63.8% | $2,545-57.2% |
| Participant deferral / active EE | $2,048 | $3,460-40.8% | $4,394-53.4% | $4,238-51.7% |
| Admin fee / account holder | $7,290 | $416+1654.5% | $5,329+36.8% | $593+1128.5% |