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 | $43,037 | $80,985-46.9% | $96,576-55.4% | $75,181-42.8% |
| Participation rate | 69.0% | 71.8%-2.8pp | 76.0%-7.0pp | 67.2%+1.8pp |
| Annual return | -3.46% | 27.05%-30.5pp | 25.87%-29.3pp | 160.69%-164.1pp |
| Employer contribution / active EE | $551 | $2,282-75.8% | $2,965-81.4% | $2,671-79.4% |
| Participant deferral / active EE | $4,317 | $3,929+9.9% | $4,851-11.0% | $4,126+4.6% |
| Admin fee / account holder | $1,059 | $6,719-84.2% | $8,253-87.2% | $5,650-81.3% |