Filed August 22, 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 | $72,828 | $72,404+0.6% | $110,243-33.9% | $64,173+13.5% |
| Participation rate | 64.2% | 73.3%-9.2pp | 79.8%-15.7pp | 69.6%-5.4pp |
| Annual return | -6.31% | -6.29%0pp | 314.76%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,197 | $3,469-36.7% | $4,672-53.0% | $3,470-36.7% |
| Admin fee / account holder | $5,544 | $5,664-2.1% | $8,548-35.1% | $4,887+13.4% |