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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,072 | $60,349+2.9% | $74,184-16.3% | $62,881-1.3% |
| Participation rate | 43.3% | 72.7%-29.4pp | 76.6%-33.3pp | 69.3%-26.0pp |
| Annual return | 3.51% | 21.38%-17.9pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,507 | $2,856-47.3% | $3,550-57.6% | $3,203-53.0% |
| Admin fee / account holder | $2,525 | $4,261-40.7% | $5,586-54.8% | $4,296-41.2% |