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 | $121,206 | $65,246+85.8% | $98,716+22.8% | $67,986+78.3% |
| Participation rate | 56.1% | 51.4%+4.6pp | 69.3%-13.2pp | 57.2%-1.1pp |
| Annual return | 15.77% | 20.58%-4.8pp | 31.81%-16.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $649 | $1,042-37.8% | $2,279-71.5% | $2,019-67.9% |
| Participant deferral / active EE | $3,910 | $2,594+50.7% | $4,048-3.4% | $3,358+16.4% |
| Admin fee / account holder | $6,881 | $4,561+50.9% | $8,703-20.9% | $3,203+114.8% |