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 | $54,222 | $94,529-42.6% | $140,019-61.3% | $64,173-15.5% |
| Participation rate | 60.8% | 84.1%-23.3pp | 87.5%-26.7pp | 69.6%-8.8pp |
| Annual return | -4.84% | 7.77%-12.6pp | 651.17%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,943 | $3,812-49.0% | $5,605-65.3% | $2,381-18.4% |
| Participant deferral / active EE | $3,069 | $5,250-41.5% | $6,927-55.7% | $3,470-11.6% |
| Admin fee / account holder | $5,331 | $6,741-20.9% | $10,705-50.2% | $4,887+9.1% |