Filed February 20, 2018 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,444 | $51,638+135.2% | $68,368+77.6% | $82,448+47.3% |
| Participation rate | 17.2% | 63.6%-46.4pp | 73.8%-56.5pp | 68.1%-50.8pp |
| Annual return | 14.33% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,125 | $2,914-61.4% | $4,123-72.7% | $4,139-72.8% |
| Admin fee / account holder | $5,275 | $4,643+13.6% | $5,150+2.4% | $7,234-27.1% |