Filed June 19, 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 | $12,576 | $49,657-74.7% | $93,063-86.5% | $67,986-81.5% |
| Participation rate | 23.8% | 49.9%-26.2pp | 72.1%-48.4pp | 57.2%-33.4pp |
| Annual return | 18.85% | 26.27%-7.4pp | 34.15%-15.3pp | 31.67%-12.8pp |
| Employer contribution / active EE | $544 | $1,279-57.5% | $2,476-78.0% | $2,019-73.1% |
| Participant deferral / active EE | $531 | $2,484-78.6% | $3,958-86.6% | $3,358-84.2% |
| Admin fee / account holder | $2,051 | $2,843-27.8% | $6,033-66.0% | $3,203-36.0% |