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.
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 | $28,100 | $60,349-53.4% | $74,184-62.1% | $62,881-55.3% |
| Participation rate | 69.1% | 72.7%-3.6pp | 76.6%-7.5pp | 69.3%-0.2pp |
| Annual return | -4.21% | 21.38%-25.6pp | 17.74%-21.9pp | 20.14%-24.3pp |
| Employer contribution / active EE | $353 | $1,680-79.0% | $2,370-85.1% | $2,281-84.5% |
| Participant deferral / active EE | $2,812 | $2,856-1.6% | $3,550-20.8% | $3,203-12.2% |
| Admin fee / account holder | $379 | $4,261-91.1% | $5,586-93.2% | $4,296-91.2% |