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 | $139,182 | $99,011+40.6% | $86,582+60.8% | $147,586-5.7% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 15.24% | 1312.75%-1297.5pp | 965.08%-949.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,344 | $3,972+9.4% | $3,609+20.4% | $5,439-20.1% |
| Admin fee / account holder | $3,906 | $5,709-31.6% | $4,904-20.4% | $10,886-64.1% |