Filed May 18, 2017 (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 | $102,849 | $90,486+13.7% | $78,676+30.7% | $273,972-62.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.95% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,261 | $3,901+34.9% | $3,517+49.6% | $5,287-0.5% |
| Admin fee / account holder | $382 | $5,263-92.7% | $4,510-91.5% | $10,133-96.2% |