Filed September 6, 2017 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,630 | $138,385-39.6% | $184,243-54.6% | $80,925+3.3% |
| Participation rate | 63.4% | 83.9%-20.5pp | 86.8%-23.4pp | 67.7%-4.2pp |
| Annual return | 22.03% | 20.02%+2.0pp | 28.82%-6.8pp | 35.65%-13.6pp |
| Employer contribution / active EE | $2,263 | $4,851-53.4% | $6,427-64.8% | $2,756-17.9% |
| Participant deferral / active EE | $4,609 | $7,075-34.9% | $9,132-49.5% | $4,299+7.2% |
| Admin fee / account holder | $36,145 | $10,489+244.6% | $13,914+159.8% | $6,940+420.8% |