Filed April 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,496 | $58,493-63.3% | $84,021-74.4% | $72,975-70.5% |
| Participation rate | 48.8% | 61.2%-12.4pp | 69.0%-20.2pp | 69.5%-20.7pp |
| Annual return | 13.14% | 28.93%-15.8pp | 71.32%-58.2pp | 81.01%-67.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,320 | $2,394-44.9% | $3,239-59.3% | $3,608-63.4% |
| Admin fee / account holder | $2,528 | $4,569-44.7% | $6,102-58.6% | $5,124-50.7% |