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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,596 | $183,516-48.5% | $155,534-39.2% | $145,884-35.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.40% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $4,427 | $5,315-16.7% | $4,675-5.3% | $4,662-5.0% |
| Participant deferral / active EE | $9,287 | $6,467+43.6% | $5,630+65.0% | $6,690+38.8% |
| Admin fee / account holder | $962 | $19,293-95.0% | $15,900-94.0% | $13,392-92.8% |