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 | $10,005 | $61,787-83.8% | $97,197-89.7% | $80,925-87.6% |
| Participation rate | 55.9% | 63.5%-7.6pp | 72.7%-16.8pp | 67.7%-11.8pp |
| Annual return | 9.04% | -558.16%+567.2pp | 75.47%-66.4pp | 35.65%-26.6pp |
| Employer contribution / active EE | $847 | $1,836-53.9% | $2,723-68.9% | $2,756-69.3% |
| Participant deferral / active EE | $1,465 | $3,027-51.6% | $4,263-65.6% | $4,299-65.9% |
| Admin fee / account holder | $1,288 | $5,170-75.1% | $5,637-77.2% | $6,940-81.4% |