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 | $95,404-46.4% | $113,397-54.9% | $82,637-38.2% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 8.89% | 19.08%-10.2pp | 23.20%-14.3pp | 53.51%-44.6pp |
| Employer contribution / active EE | $563 | $2,307-75.6% | $2,977-81.1% | $2,552-77.9% |
| Participant deferral / active EE | $4,425 | $4,220+4.9% | $5,076-12.8% | $4,126+7.3% |
| Admin fee / account holder | $8,817 | $9,168-3.8% | $11,957-26.3% | $7,339+20.1% |