Filed January 4, 2018 (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 | $123,213 | $119,143+3.4% | $88,632+39.0% | $152,909-19.4% |
| Participation rate | 58.3% | 73.4%-15.1pp | 68.8%-10.4pp | 82.5%-24.1pp |
| Annual return | 25.16% | 48.12%-23.0pp | 43.75%-18.6pp | 345.46%-320.3pp |
| Employer contribution / active EE | $3,527 | $2,675+31.9% | $2,101+67.9% | $4,764-26.0% |
| Participant deferral / active EE | $6,786 | $3,555+90.9% | $2,917+132.6% | $5,851+16.0% |
| Admin fee / account holder | $5,057 | $5,875-13.9% | $4,308+17.4% | $11,601-56.4% |