Filed June 9, 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 | $104,080 | $96,731+7.6% | $123,973-16.0% | $86,983+19.7% |
| Participation rate | 57.6% | 70.0%-12.4pp | 76.7%-19.0pp | 69.5%-11.9pp |
| Annual return | 47.66% | 17.33%+30.3pp | 388.13%-340.5pp | 25.83%+21.8pp |
| Employer contribution / active EE | $3,304 | $3,297+0.2% | $4,126-19.9% | $2,584+27.8% |
| Participant deferral / active EE | $7,376 | $4,152+77.7% | $5,247+40.6% | $4,194+75.9% |
| Admin fee / account holder | $1,718 | $8,722-80.3% | $11,799-85.4% | $7,856-78.1% |