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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,172 | $107,809-97.1% | $90,657-96.5% | $135,380-97.7% |
| Participation rate | 68.4% | 78.0%-9.6pp | 74.0%-5.6pp | 82.6%-14.2pp |
| Annual return | -17.90% | -0.90%-17.0pp | 1.89%-19.8pp | 519.81%-537.7pp |
| Employer contribution / active EE | $766 | $3,018-74.6% | $2,532-69.7% | $4,779-84.0% |
| Participant deferral / active EE | $990 | $3,872-74.4% | $3,424-71.1% | $5,609-82.3% |
| Admin fee / account holder | $773 | $5,931-87.0% | $4,994-84.5% | $10,828-92.9% |