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 | $50,337 | $87,834-42.7% | $133,975-62.4% | $62,881-19.9% |
| Participation rate | 47.1% | 83.4%-36.3pp | 87.1%-40.0pp | 69.3%-22.2pp |
| Annual return | 5.02% | 12.05%-7.0pp | 29.29%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,178 | $3,482-66.2% | $5,211-77.4% | $2,281-48.4% |
| Participant deferral / active EE | $1,405 | $4,812-70.8% | $6,282-77.6% | $3,203-56.1% |
| Admin fee / account holder | $428 | $5,372-92.0% | $9,324-95.4% | $4,296-90.0% |