Filed May 25, 2016 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,474 | $43,749+19.9% | $158,223-66.8% | $65,306-19.6% |
| Participation rate | 25.5% | 56.9%-31.4pp | 79.2%-53.7pp | 57.7%-32.2pp |
| Annual return | 9.90% | 19.41%-9.5pp | 52.09%-42.2pp | 21.94%-12.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,024 | $2,019-49.3% | $5,467-81.3% | $2,959-65.4% |
| Admin fee / account holder | $13,525 | $1,930+600.7% | $16,047-15.7% | $3,480+288.7% |