Filed September 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,015 | $67,894+12.0% | $89,340-14.9% | $82,448-7.8% |
| Participation rate | 58.5% | 64.0%-5.6pp | 69.6%-11.1pp | 68.1%-9.6pp |
| Annual return | 9.99% | 19.21%-9.2pp | 20.57%-10.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,385 | $3,072-54.9% | $3,823-63.8% | $4,139-66.5% |
| Admin fee / account holder | $8,137 | $5,723+42.2% | $6,704+21.4% | $7,234+12.5% |