Filed May 10, 2018
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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 | $54,764 | $82,674-33.8% | $125,381-56.3% | $68,486-20.0% |
| Participation rate | 39.7% | 75.1%-35.3pp | 82.4%-42.6pp | 67.9%-28.1pp |
| Annual return | -21.63% | -5.97%-15.7pp | 572.31%-593.9pp | -7.85%-13.8pp |
| Employer contribution / active EE | $2,058 | $3,382-39.2% | $4,815-57.3% | $2,597-20.8% |
| Participant deferral / active EE | $3,724 | $6,111-39.1% | $7,448-50.0% | $4,028-7.5% |
| Admin fee / account holder | $2,421 | $6,277-61.4% | $10,007-75.8% | $5,404-55.2% |