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 | $87,951 | $125,797-30.1% | $170,043-48.3% | $75,173+17.0% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 22.12% | 27.20%-5.1pp | 53.40%-31.3pp | 160.72%-138.6pp |
| Employer contribution / active EE | $2,396 | $4,616-48.1% | $6,790-64.7% | $2,671-10.3% |
| Participant deferral / active EE | $5,192 | $6,838-24.1% | $10,410-50.1% | $4,126+25.8% |
| Admin fee / account holder | $2,985 | $8,177-63.5% | $12,824-76.7% | $5,651-47.2% |