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 | $138,393-39.6% | $184,256-54.6% | $80,959+3.3% |
| Participation rate | 63.4% | 83.9%-20.5pp | 86.8%-23.4pp | 67.7%-4.3pp |
| Annual return | 22.03% | 20.01%+2.0pp | 28.85%-6.8pp | 35.67%-13.6pp |
| Employer contribution / active EE | $2,263 | $4,847-53.3% | $6,427-64.8% | $2,757-17.9% |
| Participant deferral / active EE | $4,609 | $7,076-34.9% | $9,133-49.5% | $4,300+7.2% |
| Admin fee / account holder | $36,145 | $10,489+244.6% | $13,899+160.0% | $6,925+421.9% |