Filed April 13, 2015
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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 | $62,408 | $78,707-20.7% | $117,861-47.1% | $70,126-11.0% |
| Participation rate | 67.4% | 73.2%-5.8pp | 79.7%-12.2pp | 69.5%-2.1pp |
| Annual return | 19.28% | 23.30%-4.0pp | 335.11%-315.8pp | 73.15%-53.9pp |
| Employer contribution / active EE | $2,041 | $2,223-8.2% | $3,786-46.1% | $2,343-12.9% |
| Participant deferral / active EE | $4,028 | $3,297+22.2% | $4,482-10.1% | $3,332+20.9% |
| Admin fee / account holder | $1,497 | $5,066-70.4% | $8,021-81.3% | $4,645-67.8% |