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 | $138,366-39.6% | $184,185-54.6% | $80,911+3.4% |
| Participation rate | 63.4% | 83.9%-20.5pp | 86.8%-23.4pp | 67.6%-4.2pp |
| Annual return | 22.03% | 20.02%+2.0pp | 28.81%-6.8pp | 35.63%-13.6pp |
| Employer contribution / active EE | $2,263 | $4,849-53.3% | $6,426-64.8% | $2,756-17.9% |
| Participant deferral / active EE | $4,609 | $7,074-34.8% | $9,132-49.5% | $4,297+7.3% |
| Admin fee / account holder | $36,145 | $10,484+244.8% | $13,909+159.9% | $6,935+421.2% |