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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,268 | $100,938-4.6% | $90,461+6.4% | $158,982-39.4% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.7%-46.4pp | 82.0%-55.7pp |
| Annual return | 3.64% | 1727.20%-1723.6pp | 1294.76%-1291.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,059 | $4,350-75.7% | $3,964-73.3% | $5,983-82.3% |
| Admin fee / account holder | $34,766 | $6,510+434.1% | $5,617+519.0% | $11,252+209.0% |