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 | $69,590+74.5% | $136,867-11.3% | $94,015+29.2% |
| Participation rate | 17.2% | 66.3%-49.1pp | 74.5%-57.3pp | 70.8%-53.6pp |
| Annual return | 14.33% | 19.62%-5.3pp | 42.97%-28.6pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,125 | $3,437-67.3% | $4,924-77.1% | $4,249-73.5% |
| Admin fee / account holder | $5,275 | $8,912-40.8% | $10,340-49.0% | $8,951-41.1% |