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 | $92,603 | $54,717+69.2% | $86,216+7.4% | $71,511+29.5% |
| Participation rate | 54.2% | 60.1%-5.9pp | 69.0%-14.8pp | 67.9%-13.7pp |
| Annual return | 20.25% | 20.07%+0.2pp | 1169.42%-1149.2pp | 28.86%-8.6pp |
| Employer contribution / active EE | $606 | $1,267-52.2% | $2,382-74.6% | $2,589-76.6% |
| Participant deferral / active EE | $3,717 | $3,110+19.5% | $3,986-6.8% | $4,291-13.4% |
| Admin fee / account holder | $8,458 | $1,922+340.0% | $6,853+23.4% | $1,588+432.5% |