Filed January 30, 2018
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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 | $232,587 | $102,663+126.6% | $86,216+169.8% | $139,466+66.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 16.42% | 1924.52%-1908.1pp | 1169.42%-1153.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,165 | $3,035-28.7% | $2,382-9.1% | $4,754-54.5% |
| Participant deferral / active EE | $4,581 | $4,677-2.1% | $3,986+14.9% | $6,712-31.7% |
| Admin fee / account holder | $10,696 | $8,663+23.5% | $6,853+56.1% | $11,409-6.2% |