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 | $23,207 | $50,947-54.4% | $74,551-68.9% | $64,173-63.8% |
| Participation rate | 63.3% | 61.1%+2.3pp | 69.1%-5.8pp | 69.6%-6.2pp |
| Annual return | -9.93% | -1.85%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,670 | $2,302+16.0% | $3,108-14.1% | $3,470-23.0% |
| Admin fee / account holder | $956 | $4,221-77.4% | $5,059-81.1% | $4,887-80.4% |