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 | $72,607+4.7% | $90,259-15.8% | $87,485-13.1% |
| Participation rate | 58.5% | 64.8%-6.3pp | 70.7%-12.3pp | 68.9%-10.4pp |
| Annual return | 9.99% | 18.59%-8.6pp | 18.88%-8.9pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,385 | $3,055-54.7% | $3,827-63.8% | $4,274-67.6% |
| Admin fee / account holder | $8,137 | $5,947+36.8% | $7,267+12.0% | $7,775+4.7% |