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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,728 | $65,034-65.1% | $90,970-75.0% | $79,856-71.5% |
| Participation rate | 66.2% | 61.6%+4.6pp | 69.0%-2.8pp | 69.6%-3.5pp |
| Annual return | 10.67% | 30.45%-19.8pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,585 | $2,512+2.9% | $3,373-23.4% | $3,741-30.9% |
| Admin fee / account holder | $4,711 | $4,536+3.9% | $5,961-21.0% | $5,306-11.2% |