Filed June 10, 2015
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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 | $26,222 | $65,440-59.9% | $98,506-73.4% | $85,851-69.5% |
| Participation rate | 62.7% | 65.0%-2.3pp | 73.3%-10.7pp | 69.3%-6.7pp |
| Annual return | 10.93% | 21.75%-10.8pp | 1494.92%-1484.0pp | 318.63%-307.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,439 | $3,168-23.0% | $4,277-43.0% | $3,952-38.3% |
| Admin fee / account holder | $4,616 | $4,596+0.4% | $5,955-22.5% | $6,261-26.3% |