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 | $36,945 | $32,037+15.3% | $69,182-46.6% | $62,881-41.2% |
| Participation rate | 52.1% | 43.4%+8.7pp | 55.1%-3.0pp | 69.3%-17.2pp |
| Annual return | 8.79% | 15.16%-6.4pp | -21.93%+30.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,293 | $679+90.4% | $1,206+7.2% | $2,281-43.3% |
| Participant deferral / active EE | $3,938 | $1,185+232.2% | $1,897+107.6% | $3,203+23.0% |
| Admin fee / account holder | $2,042 | $2,608-21.7% | $2,697-24.3% | $4,296-52.5% |