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 | $89,632 | $90,745-1.2% | $130,270-31.2% | $75,177+19.2% |
| Participation rate | 66.7% | 71.1%-4.4pp | 76.3%-9.6pp | 67.2%-0.5pp |
| Annual return | 20.61% | 34.45%-13.8pp | 38.89%-18.3pp | 160.75%-140.1pp |
| Employer contribution / active EE | $2,093 | $3,314-36.8% | $4,128-49.3% | $2,671-21.6% |
| Participant deferral / active EE | $7,201 | $5,362+34.3% | $6,797+6.0% | $4,126+74.5% |
| Admin fee / account holder | $3,140 | $6,331-50.4% | $6,022-47.9% | $5,651-44.4% |