Filed July 6, 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 | $94,545 | $96,236-1.8% | $133,698-29.3% | $80,959+16.8% |
| Participation rate | 59.6% | 71.2%-11.6pp | 76.4%-16.8pp | 67.7%-8.1pp |
| Annual return | 12.78% | 28.74%-16.0pp | 580.90%-568.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,104 | $3,350-37.2% | $4,218-50.1% | $2,757-23.7% |
| Participant deferral / active EE | $7,654 | $5,709+34.1% | $7,016+9.1% | $4,300+78.0% |
| Admin fee / account holder | $10,586 | $8,250+28.3% | $6,703+57.9% | $6,925+52.9% |