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 | $47,952 | $35,183+36.3% | $73,550-34.8% | $70,126-31.6% |
| Participation rate | 45.1% | 42.9%+2.2pp | 54.9%-9.8pp | 69.5%-24.4pp |
| Annual return | 13.63% | 26.90%-13.3pp | -15.16%+28.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,200 | $709+69.4% | $1,219-1.5% | $2,343-48.8% |
| Participant deferral / active EE | $3,766 | $1,220+208.7% | $1,804+108.7% | $3,332+13.0% |
| Admin fee / account holder | $6,352 | $2,302+175.9% | $2,320+173.8% | $4,645+36.7% |