Filed September 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,712 | $81,457-12.0% | $103,378-30.6% | $80,911-11.4% |
| Participation rate | 61.2% | 66.8%-5.6pp | 74.5%-13.3pp | 67.6%-6.4pp |
| Annual return | 13.10% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,850 | $3,107-8.3% | $3,870-26.4% | $2,756+3.4% |
| Participant deferral / active EE | $4,598 | $3,871+18.8% | $5,058-9.1% | $4,297+7.0% |
| Admin fee / account holder | $7,317 | $6,717+8.9% | $8,401-12.9% | $6,935+5.5% |