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 | $86,166 | $125,797-31.5% | $170,057-49.3% | $75,177+14.6% |
| Participation rate | 67.6% | 83.6%-16.0pp | 87.0%-19.4pp | 67.2%+0.4pp |
| Annual return | 10.78% | 27.20%-16.4pp | 53.42%-42.6pp | 160.75%-150.0pp |
| Employer contribution / active EE | $1,767 | $4,616-61.7% | $6,790-74.0% | $2,671-33.9% |
| Participant deferral / active EE | $3,889 | $6,838-43.1% | $10,411-62.6% | $4,126-5.8% |
| Admin fee / account holder | $4,626 | $8,177-43.4% | $12,826-63.9% | $5,651-18.1% |