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 | $72,249 | $65,364+10.5% | $92,909-22.2% | $72,975-1.0% |
| Participation rate | 21.1% | 68.3%-47.2pp | 76.0%-54.9pp | 69.5%-48.4pp |
| Annual return | 22.85% | 42.11%-19.3pp | 109.44%-86.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $616 | $2,594-76.3% | $3,653-83.1% | $2,440-74.8% |
| Participant deferral / active EE | $2,208 | $3,128-29.4% | $4,238-47.9% | $3,608-38.8% |
| Admin fee / account holder | $1,454 | $4,251-65.8% | $5,795-74.9% | $5,124-71.6% |