Filed April 21, 2017 (most recent of 2 filings on file)
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 | $42,753 | $82,625-48.3% | $64,101-33.3% | $125,389-65.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | -0.94% | 1489.83%-1490.8pp | 791.27%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,510 | $2,671-43.5% | $1,820-17.0% | $4,866-69.0% |
| Participant deferral / active EE | $1,133 | $3,609-68.6% | $2,822-59.8% | $5,352-78.8% |
| Admin fee / account holder | $7,000 | $6,382+9.7% | $4,499+55.6% | $9,541-26.6% |