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 | $63,971 | $67,602-5.4% | $82,312-22.3% | $70,126-8.8% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 18.36% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $178 | $1,755-89.9% | $2,428-92.7% | $2,343-92.4% |
| Participant deferral / active EE | $2,709 | $2,987-9.3% | $3,706-26.9% | $3,332-18.7% |
| Admin fee / account holder | $1,202 | $4,512-73.3% | $5,608-78.6% | $4,645-74.1% |