Filed February 2, 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 | $72,042 | $100,938-28.6% | $90,461-20.4% | $158,982-54.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 14.26% | 1727.20%-1712.9pp | 1294.76%-1280.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,759 | $3,691-25.3% | $3,264-15.5% | $4,763-42.1% |
| Participant deferral / active EE | $6,856 | $4,350+57.6% | $3,964+72.9% | $5,983+14.6% |
| Admin fee / account holder | $383 | $6,510-94.1% | $5,617-93.2% | $11,252-96.6% |