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 | $84,642 | $102,065-17.1% | $453,569-81.3% | $85,851-1.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.0%-20.3pp | 69.3%-11.6pp |
| Annual return | 13.61% | 25.44%-11.8pp | 64.43%-50.8pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,770 | $2,852-37.9% | $4,072-56.5% | $2,565-31.0% |
| Participant deferral / active EE | $5,823 | $4,789+21.6% | $6,211-6.2% | $3,952+47.3% |
| Admin fee / account holder | $7,903 | $5,717+38.2% | $11,214-29.5% | $6,261+26.2% |