Filed January 4, 2018 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,102 | $100,194-49.0% | $122,979-58.4% | $86,983-41.3% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 8.89% | 16.47%-7.6pp | 20.12%-11.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $563 | $2,326-75.8% | $3,062-81.6% | $2,584-78.2% |
| Participant deferral / active EE | $4,425 | $4,133+7.1% | $5,003-11.5% | $4,194+5.5% |
| Admin fee / account holder | $8,817 | $10,148-13.1% | $12,864-31.5% | $7,856+12.2% |