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 | $105,490 | $98,652+6.9% | $142,942-26.2% | $82,448+27.9% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.8%-19.1pp | 68.1%-10.3pp |
| Annual return | 16.42% | 22.65%-6.2pp | 113.70%-97.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,536 | $3,211-52.2% | $4,139-62.9% | $2,551-39.8% |
| Participant deferral / active EE | $6,192 | $5,580+11.0% | $7,128-13.1% | $4,139+49.6% |
| Admin fee / account holder | $5,297 | $8,078-34.4% | $12,475-57.5% | $7,234-26.8% |