Filed August 17, 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.
Participant 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 | $110,878 | $146,267-24.2% | $197,124-43.8% | $82,448+34.5% |
| Participation rate | 64.5% | 84.0%-19.5pp | 86.7%-22.2pp | 68.1%-3.6pp |
| Annual return | 7.35% | 29.61%-22.3pp | 44.34%-37.0pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,689 | $4,723-64.2% | $6,227-72.9% | $2,551-33.8% |
| Participant deferral / active EE | $2,886 | $7,035-59.0% | $9,135-68.4% | $4,139-30.3% |
| Admin fee / account holder | $43,262 | $14,422+200.0% | $16,298+165.4% | $7,234+498.0% |