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 | $66,295 | $96,678-31.4% | $86,640-23.5% | $139,466-52.5% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 19.05% | 106.69%-87.6pp | 592.52%-573.5pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,850 | $3,265-12.7% | $3,024-5.8% | $4,754-40.1% |
| Participant deferral / active EE | $4,415 | $4,837-8.7% | $4,438-0.5% | $6,712-34.2% |
| Admin fee / account holder | $2,413 | $6,410-62.4% | $5,616-57.0% | $11,409-78.8% |