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 | $57,652 | $83,485-30.9% | $125,192-53.9% | $72,975-21.0% |
| Participation rate | 68.6% | 73.3%-4.7pp | 79.8%-11.2pp | 69.5%-0.9pp |
| Annual return | 20.40% | 25.77%-5.4pp | 43.79%-23.4pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,635 | $3,586-26.5% | $4,937-46.6% | $3,608-27.0% |
| Admin fee / account holder | $35,290 | $5,518+539.6% | $9,704+263.7% | $5,124+588.7% |