Filed May 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,190 | $96,678+58.5% | $86,640+76.8% | $139,466+9.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 9.65% | 106.69%-97.0pp | 592.52%-582.9pp | 373.66%-364.0pp |
| Employer contribution / active EE | $5,036 | $3,265+54.2% | $3,024+66.5% | $4,754+5.9% |
| Participant deferral / active EE | $11,824 | $4,837+144.5% | $4,438+166.4% | $6,712+76.2% |
| Admin fee / account holder | $27,931 | $6,410+335.7% | $5,616+397.4% | $11,409+144.8% |