Filed January 24, 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.
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 | $106,921 | $138,393-22.7% | $184,256-42.0% | $80,959+32.1% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-24.0pp | 67.7%-4.8pp |
| Annual return | 9.24% | 20.01%-10.8pp | 28.85%-19.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,774 | $4,847-63.4% | $6,427-72.4% | $2,757-35.6% |
| Participant deferral / active EE | $4,221 | $7,076-40.4% | $9,133-53.8% | $4,300-1.8% |
| Admin fee / account holder | $1,451 | $10,489-86.2% | $13,899-89.6% | $6,925-79.0% |