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 | $102,568 | $143,969-28.8% | $199,883-48.7% | $82,637+24.1% |
| Participation rate | 63.4% | 84.1%-20.7pp | 86.8%-23.4pp | 68.1%-4.6pp |
| Annual return | 18.31% | 25.67%-7.4pp | 43.81%-25.5pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,399 | $4,632-48.2% | $6,261-61.7% | $2,552-6.0% |
| Participant deferral / active EE | $4,968 | $6,937-28.4% | $9,138-45.6% | $4,126+20.4% |
| Admin fee / account holder | $4,026 | $14,597-72.4% | $17,268-76.7% | $7,339-45.1% |