Filed December 19, 2016 (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 | $68,415 | $79,223-13.6% | $102,460-33.2% | $74,478-8.1% |
| Participation rate | 63.7% | 74.8%-11.0pp | 76.5%-12.8pp | 67.2%-3.5pp |
| Annual return | 12.83% | 54.98%-42.1pp | 29.47%-16.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $441 | $2,363-81.3% | $3,025-85.4% | $2,626-83.2% |
| Participant deferral / active EE | $5,324 | $4,417+20.5% | $5,056+5.3% | $4,350+22.4% |
| Admin fee / account holder | $4,940 | $2,003+146.6% | $9,460-47.8% | $1,946+153.9% |