Filed April 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,366 | $124,330-67.5% | $109,173-63.0% | $167,536-75.9% |
| Participation rate | 56.5% | 79.5%-22.9pp | 75.9%-19.4pp | 82.1%-25.6pp |
| Annual return | 16.66% | 26.04%-9.4pp | 25.75%-9.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,742 | $4,209-34.9% | $3,723-26.3% | $4,839-43.3% |
| Participant deferral / active EE | $360 | $5,256-93.1% | $4,654-92.3% | $6,342-94.3% |
| Admin fee / account holder | $3,915 | $7,974-50.9% | $6,755-42.0% | $12,315-68.2% |