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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,336 | $58,099-25.4% | $76,872-43.6% | $75,173-42.4% |
| Participation rate | 69.2% | 63.9%+5.3pp | 69.6%-0.4pp | 67.2%+2.0pp |
| Annual return | 10.23% | 26.71%-16.5pp | 37.90%-27.7pp | 160.72%-150.5pp |
| Employer contribution / active EE | $377 | $1,996-81.1% | $2,533-85.1% | $2,671-85.9% |
| Participant deferral / active EE | $1,321 | $2,999-56.0% | $3,832-65.5% | $4,126-68.0% |
| Admin fee / account holder | $3,204 | $4,778-32.9% | $5,476-41.5% | $5,651-43.3% |