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 | $60,397 | $57,352+5.3% | $83,831-28.0% | $64,173-5.9% |
| Participation rate | 28.3% | 68.6%-40.3pp | 76.1%-47.8pp | 69.6%-41.3pp |
| Annual return | -5.61% | 11.38%-17.0pp | 850.99%-856.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $625 | $2,546-75.4% | $3,631-82.8% | $2,381-73.7% |
| Participant deferral / active EE | $2,417 | $2,993-19.2% | $4,082-40.8% | $3,470-30.3% |
| Admin fee / account holder | $1,626 | $4,046-59.8% | $5,479-70.3% | $4,887-66.7% |