Filed January 8, 2018 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,181 | $51,638+219.9% | $68,368+141.6% | $82,448+100.3% |
| Participation rate | 53.6% | 63.6%-10.0pp | 73.8%-20.2pp | 68.1%-14.5pp |
| Annual return | 8.16% | 37.53%-29.4pp | 292.57%-284.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,329 | $2,047+13.8% | $2,649-12.1% | $2,551-8.7% |
| Participant deferral / active EE | $6,224 | $2,914+113.6% | $4,123+51.0% | $4,139+50.4% |
| Admin fee / account holder | $2,451 | $4,643-47.2% | $5,150-52.4% | $7,234-66.1% |