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 | $89,259+16.6% | $107,187-2.9% | $82,637+25.9% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 47.66% | 21.02%+26.6pp | 204.55%-156.9pp | 53.51%-5.8pp |
| Employer contribution / active EE | $3,304 | $3,080+7.3% | $3,782-12.7% | $2,552+29.4% |
| Participant deferral / active EE | $7,376 | $4,037+82.7% | $5,096+44.7% | $4,126+78.8% |
| Admin fee / account holder | $1,718 | $7,381-76.7% | $9,162-81.2% | $7,339-76.6% |