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 | $92,598 | $92,743-0.2% | $82,744+11.9% | $134,532-31.2% |
| Participation rate | 30.8% | 75.2%-44.4pp | 72.6%-41.8pp | 81.2%-50.5pp |
| Annual return | -18.31% | 946.63%-964.9pp | 702.22%-720.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,563 | $4,802-67.5% | $4,395-64.4% | $6,401-75.6% |
| Admin fee / account holder | $1,414 | $5,977-76.3% | $5,325-73.4% | $11,429-87.6% |