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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,632 | $110,083-33.1% | $151,639-51.4% | $68,486+7.5% |
| Participation rate | 54.5% | 84.0%-29.4pp | 87.5%-32.9pp | 67.9%-13.3pp |
| Annual return | -19.80% | -10.12%-9.7pp | 3.34%-23.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,129 | $4,470-52.4% | $6,165-65.5% | $2,597-18.0% |
| Participant deferral / active EE | $5,105 | $6,526-21.8% | $8,363-39.0% | $4,028+26.8% |
| Admin fee / account holder | $5,445 | $7,718-29.4% | $11,613-53.1% | $5,404+0.8% |