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 | $61,125+98.7% | $94,057+29.1% | $87,485+38.8% |
| Participation rate | 17.2% | 64.1%-46.8pp | 73.3%-56.1pp | 68.9%-51.7pp |
| Annual return | 14.33% | 35.20%-20.9pp | 480.62%-466.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,125 | $3,260-65.5% | $4,709-76.1% | $4,274-73.7% |
| Admin fee / account holder | $5,275 | $5,629-6.3% | $7,244-27.2% | $7,775-32.2% |