Filed October 27, 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 | $49,671 | $69,977-29.0% | $108,582-54.3% | $62,881-21.0% |
| Participation rate | 59.4% | 72.9%-13.5pp | 79.6%-20.2pp | 69.3%-9.9pp |
| Annual return | 6.22% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,135 | $2,135-46.8% | $3,758-69.8% | $2,281-50.2% |
| Participant deferral / active EE | $1,906 | $3,165-39.8% | $4,311-55.8% | $3,203-40.5% |
| Admin fee / account holder | $8,814 | $5,076+73.6% | $7,645+15.3% | $4,296+105.2% |