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 | $52,476 | $65,437-19.8% | $86,698-39.5% | $66,949-21.6% |
| Participation rate | 59.5% | 75.5%-16.0pp | 76.6%-17.1pp | 69.8%-10.4pp |
| Annual return | -17.48% | -10.91%-6.6pp | 35.96%-53.4pp | 1.57%-19.1pp |
| Employer contribution / active EE | $424 | $2,154-80.3% | $2,837-85.1% | $2,545-83.3% |
| Participant deferral / active EE | $3,579 | $4,102-12.8% | $4,656-23.1% | $4,239-15.6% |
| Admin fee / account holder | $2,149 | $642+234.9% | $7,492-71.3% | $594+262.0% |