Filed June 29, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,653 | $59,467+72.6% | $93,727+9.5% | $74,478+37.8% |
| Participation rate | 46.6% | 59.6%-13.0pp | 68.7%-22.1pp | 67.2%-20.6pp |
| Annual return | 14.26% | 82.14%-67.9pp | 133.83%-119.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $573 | $1,267-54.8% | $2,421-76.3% | $2,626-78.2% |
| Participant deferral / active EE | $3,786 | $3,052+24.1% | $4,417-14.3% | $4,350-13.0% |
| Admin fee / account holder | $7,599 | $3,028+150.9% | $8,292-8.3% | $1,946+290.6% |