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 | $88,737 | $85,515+3.8% | $112,040-20.8% | $67,986+30.5% |
| Participation rate | 42.5% | 68.2%-25.8pp | 76.5%-34.0pp | 57.2%-14.7pp |
| Annual return | 20.99% | 29.68%-8.7pp | 24.52%-3.5pp | 31.67%-10.7pp |
| Employer contribution / active EE | $346 | $2,191-84.2% | $2,954-88.3% | $2,019-82.9% |
| Participant deferral / active EE | $3,775 | $4,014-6.0% | $5,098-26.0% | $3,358+12.4% |
| Admin fee / account holder | $2,624 | $3,774-30.5% | $12,098-78.3% | $3,203-18.1% |