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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,951 | $82,032-15.9% | $123,106-44.0% | $59,632+15.6% |
| Participation rate | 40.7% | 83.2%-42.5pp | 86.8%-46.0pp | 68.7%-27.9pp |
| Annual return | -2.38% | 5.12%-7.5pp | 13.22%-15.6pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $1,063 | $3,297-67.8% | $5,151-79.4% | $2,203-51.7% |
| Participant deferral / active EE | $1,516 | $4,667-67.5% | $6,229-75.7% | $3,192-52.5% |
| Admin fee / account holder | $576 | $5,881-90.2% | $9,015-93.6% | $4,297-86.6% |