Filed September 24, 2019 (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 | $57,093 | $58,258-2.0% | $81,820-30.2% | $80,925-29.4% |
| Participation rate | 62.1% | 63.5%-1.4pp | 72.4%-10.3pp | 67.7%-5.6pp |
| Annual return | 11.29% | 41.76%-30.5pp | 777.93%-766.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $521 | $2,345-77.8% | $2,915-82.1% | $2,756-81.1% |
| Participant deferral / active EE | $3,378 | $3,284+2.9% | $4,323-21.9% | $4,299-21.4% |
| Admin fee / account holder | $20,014 | $4,976+302.2% | $7,391+170.8% | $6,940+188.4% |