Filed July 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,552 | $60,128+58.9% | $90,440+5.7% | $79,852+19.7% |
| Participation rate | 57.1% | 65.0%-7.9pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 6.80% | 71.95%-65.1pp | 1294.38%-1287.6pp | 31.72%-24.9pp |
| Employer contribution / active EE | $1,262 | $2,068-39.0% | $3,263-61.3% | $2,471-48.9% |
| Participant deferral / active EE | $3,506 | $2,939+19.3% | $3,964-11.5% | $3,740-6.3% |
| Admin fee / account holder | $1,547 | $3,977-61.1% | $5,615-72.5% | $5,306-70.8% |