Filed March 12, 2020 (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 | $31,759 | $69,977-54.6% | $108,582-70.8% | $62,881-49.5% |
| Participation rate | 56.8% | 72.9%-16.1pp | 79.6%-22.8pp | 69.3%-12.5pp |
| Annual return | 8.77% | 10.73%-2.0pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,949 | $3,165+56.4% | $4,311+14.8% | $3,203+54.5% |
| Admin fee / account holder | $3,254 | $5,076-35.9% | $7,645-57.4% | $4,296-24.2% |