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 | $107,079-1.5% | $151,266-30.3% | $87,485+20.6% |
| Participation rate | 57.8% | 71.1%-13.3pp | 77.0%-19.2pp | 68.9%-11.2pp |
| Annual return | 16.42% | 22.17%-5.7pp | 180.60%-164.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,536 | $3,174-51.6% | $4,237-63.7% | $2,596-40.8% |
| Participant deferral / active EE | $6,192 | $5,789+7.0% | $7,337-15.6% | $4,274+44.9% |
| Admin fee / account holder | $5,297 | $8,059-34.3% | $13,159-59.8% | $7,775-31.9% |