Filed June 8, 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 | $76,184 | $76,551-0.5% | $123,894-38.5% | $62,881+21.2% |
| Participation rate | 27.5% | 73.0%-45.5pp | 81.4%-54.0pp | 69.3%-41.9pp |
| Annual return | 3.23% | 18.68%-15.4pp | 47.52%-44.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,544 | $4,840-68.1% | $5,984-74.2% | $3,203-51.8% |
| Admin fee / account holder | $15,542 | $4,826+222.1% | $8,357+86.0% | $4,296+261.8% |