Filed December 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,999 | $56,197+17.4% | $67,652-2.4% | $59,633+10.7% |
| Participation rate | 42.9% | 71.5%-28.6pp | 75.7%-32.8pp | 68.7%-25.8pp |
| Annual return | 1.18% | 18508.10%-18506.9pp | 6625.40%-6624.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,824 | $2,844-35.8% | $3,560-48.8% | $3,192-42.8% |
| Admin fee / account holder | $12,026 | $3,958+203.8% | $4,821+149.5% | $4,297+179.9% |