Filed September 12, 2018 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,912 | $82,028-72.1% | $123,105-81.4% | $59,633-61.6% |
| Participation rate | 56.8% | 83.2%-26.4pp | 86.8%-30.0pp | 68.7%-11.9pp |
| Annual return | 0.38% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.47%-2041.1pp |
| Employer contribution / active EE | $1,331 | $3,297-59.6% | $5,151-74.2% | $2,203-39.6% |
| Participant deferral / active EE | $3,003 | $4,667-35.7% | $6,229-51.8% | $3,192-5.9% |
| Admin fee / account holder | $501 | $5,879-91.5% | $9,014-94.4% | $4,297-88.4% |