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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,654 | $110,083-33.1% | $151,645-51.4% | $68,490+7.5% |
| Participation rate | 69.7% | 84.0%-14.3pp | 87.5%-17.8pp | 67.9%+1.8pp |
| Annual return | -13.35% | -10.12%-3.2pp | 3.34%-16.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,764 | $4,470-60.5% | $6,165-71.4% | $2,597-32.1% |
| Participant deferral / active EE | $3,979 | $6,526-39.0% | $8,363-52.4% | $4,028-1.2% |
| Admin fee / account holder | $2,356 | $7,718-69.5% | $11,614-79.7% | $5,403-56.4% |