Filed November 6, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,078 | $52,678-20.1% | $75,784-44.5% | $59,633-29.4% |
| Participation rate | 36.1% | 67.2%-31.1pp | 75.8%-39.7pp | 68.7%-32.6pp |
| Annual return | -1.60% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $344 | $2,193-84.3% | $3,323-89.6% | $2,203-84.4% |
| Participant deferral / active EE | $2,400 | $2,591-7.4% | $3,652-34.3% | $3,192-24.8% |
| Admin fee / account holder | $3,137 | $3,610-13.1% | $5,300-40.8% | $4,297-27.0% |