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 | $86,330-11.9% | $121,871-37.6% | $94,015-19.1% |
| Participation rate | 58.5% | 66.7%-8.2pp | 73.2%-14.7pp | 70.8%-12.3pp |
| Annual return | 9.99% | 14.95%-5.0pp | 13.57%-3.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,385 | $3,146-56.0% | $4,318-67.9% | $4,249-67.4% |
| Admin fee / account holder | $8,137 | $7,346+10.8% | $11,551-29.6% | $8,951-9.1% |