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.
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 | $49,041 | $56,894-13.8% | $84,753-42.1% | $62,881-22.0% |
| Participation rate | 31.8% | 68.5%-36.7pp | 76.6%-44.8pp | 69.3%-37.5pp |
| Annual return | 9.42% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.7pp |
| Employer contribution / active EE | $721 | $2,400-69.9% | $3,574-79.8% | $2,281-68.4% |
| Participant deferral / active EE | $2,699 | $2,709-0.4% | $3,712-27.3% | $3,203-15.7% |
| Admin fee / account holder | $928 | $3,581-74.1% | $5,333-82.6% | $4,296-78.4% |