Filed January 4, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,862 | $138,386-50.2% | $184,260-62.6% | $80,935-14.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 11.47% | 20.02%-8.6pp | 28.84%-17.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,122 | $4,851-56.2% | $6,427-67.0% | $2,757-23.0% |
| Participant deferral / active EE | $2,866 | $7,076-59.5% | $9,133-68.6% | $4,299-33.3% |
| Admin fee / account holder | $2,217 | $10,489-78.9% | $13,898-84.1% | $6,924-68.0% |