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 | $59,456+72.7% | $93,669+9.6% | $74,429+37.9% |
| Participation rate | 46.6% | 59.6%-13.0pp | 68.7%-22.1pp | 67.2%-20.6pp |
| Annual return | 14.26% | 82.00%-67.7pp | 133.59%-119.3pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $573 | $1,266-54.8% | $2,424-76.4% | $2,625-78.2% |
| Participant deferral / active EE | $3,786 | $3,052+24.1% | $4,416-14.3% | $4,348-12.9% |
| Admin fee / account holder | $7,599 | $3,026+151.1% | $8,291-8.3% | $1,944+290.9% |