Filed April 6, 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 | $41,044 | $91,179-55.0% | $178,499-77.0% | $79,852-48.6% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.3pp | 69.6%-2.0pp |
| Annual return | 5.11% | 24.19%-19.1pp | 151.10%-146.0pp | 31.72%-26.6pp |
| Employer contribution / active EE | $1,739 | $3,256-46.6% | $5,011-65.3% | $2,471-29.6% |
| Participant deferral / active EE | $3,481 | $3,236+7.6% | $5,202-33.1% | $3,740-6.9% |
| Admin fee / account holder | $2,734 | $6,749-59.5% | $13,986-80.5% | $5,306-48.5% |