Filed October 12, 2017 (most recent of 2 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 | $71,932 | $174,379-58.7% | $152,093-52.7% | $138,895-48.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 10.05% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,316 | $4,652-28.7% | $4,175-20.6% | $4,194-20.9% |
| Participant deferral / active EE | $6,735 | $6,159+9.4% | $5,451+23.5% | $6,396+5.3% |
| Admin fee / account holder | $54,282 | $16,880+221.6% | $14,497+274.4% | $12,562+332.1% |