Filed December 20, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,527 | $58,275+88.0% | $81,844+33.8% | $80,935+35.3% |
| Participation rate | 57.5% | 63.5%-6.0pp | 72.4%-14.9pp | 67.7%-10.2pp |
| Annual return | 13.52% | 41.82%-28.3pp | 778.87%-765.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,815 | $3,285-44.7% | $4,323-58.0% | $4,299-57.8% |
| Admin fee / account holder | $7,640 | $4,749+60.9% | $7,355+3.9% | $6,924+10.3% |